Skip to content
Disclosery

OSAIC HOLDINGS, INC.: CWT position timeline

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

OSAIC HOLDINGS, INC. held 7,199 CWT 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 7,199 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $350,347.

    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 7,217 shares
    Change vs previous 13F +1,337 shares

    <0.01% of the 13F portfolio, value $327,267.

    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 5,880 shares
    Change vs previous 13F -1,032 shares

    <0.01% of the 13F portfolio, value $254,901.

    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 6,912 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $318,546.

    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 6,402 shares
    Change vs previous 13F +1,574 shares

    <0.01% of the 13F portfolio, value $293,512.

    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 4,828 shares
    Change vs previous 13F +720 shares

    <0.01% of the 13F portfolio, value $233,997.

    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 4,108 shares
    Change vs previous 13F +635 shares

    <0.01% of the 13F portfolio, value $186,691.

    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 3,473 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,304.

    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).