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OSAIC HOLDINGS, INC.: BUFD position timeline

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

OSAIC HOLDINGS, INC. held 2,308,698 BUFD 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 2,308,698 shares
    Change vs previous 13F +4,332 shares

    0.08% of the 13F portfolio, value $68,613,818.

    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 2,304,366 shares
    Change vs previous 13F +67,309 shares

    0.09% of the 13F portfolio, value $64,522,383.

    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 2,237,057 shares
    Change vs previous 13F +326,302 shares

    0.09% of the 13F portfolio, value $63,173,760.

    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 1,910,755 shares
    Change vs previous 13F +154,282 shares

    0.07% of the 13F portfolio, value $52,221,195.

    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 1,756,473 shares
    Change vs previous 13F +112,899 shares

    0.08% of the 13F portfolio, value $46,651,531.

    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 1,643,574 shares
    Change vs previous 13F -83,645 shares

    0.09% of the 13F portfolio, value $41,006,787.

    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 1,727,219 shares
    Change vs previous 13F +596,236 shares

    0.1% of the 13F portfolio, value $44,078,078.

    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 1,130,983 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $28,319,498.

    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).