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OSAIC HOLDINGS, INC.: CWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on CWS, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 63,607 CWS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,607 shares
    Change vs previous 13F -22,342 shares

    0.01% of the 13F portfolio, value $4,337,665.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,949 shares
    Change vs previous 13F -21,071 shares

    0.01% of the 13F portfolio, value $5,566,579.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 107,020 shares
    Change vs previous 13F -11,904 shares

    0.01% of the 13F portfolio, value $7,356,021.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 118,924 shares
    Change vs previous 13F -19,550 shares

    0.01% of the 13F portfolio, value $8,192,260.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 138,474 shares
    Change vs previous 13F -5,544 shares

    0.02% of the 13F portfolio, value $9,694,028.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 144,018 shares
    Change vs previous 13F -21,812 shares

    0.02% of the 13F portfolio, value $9,428,763.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 165,830 shares
    Change vs previous 13F +129,189 shares

    0.02% of the 13F portfolio, value $10,740,729.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,641 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,517,915.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).