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OSAIC HOLDINGS, INC.: BUFG position timeline

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

OSAIC HOLDINGS, INC. held 401,362 BUFG 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 401,362 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $11,767,170.

    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 401,205 shares
    Change vs previous 13F +109,238 shares

    0.02% of the 13F portfolio, value $10,776,287.

    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 291,967 shares
    Change vs previous 13F -58,634 shares

    0.01% of the 13F portfolio, value $8,034,843.

    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 350,601 shares
    Change vs previous 13F +16,637 shares

    0.01% of the 13F portfolio, value $9,304,255.

    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 333,964 shares
    Change vs previous 13F -31,639 shares

    0.02% of the 13F portfolio, value $8,508,618.

    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 365,603 shares
    Change vs previous 13F +62,904 shares

    0.02% of the 13F portfolio, value $8,697,505.

    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 302,699 shares
    Change vs previous 13F +49,087 shares

    0.02% of the 13F portfolio, value $7,416,088.

    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 253,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,114,518.

    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).