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OSAIC HOLDINGS, INC.: BUL position timeline

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

OSAIC HOLDINGS, INC. held 56,472 BUL 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 56,472 shares
    Change vs previous 13F +31,768 shares

    <0.01% of the 13F portfolio, value $3,329,799.

    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 24,704 shares
    Change vs previous 13F -1,710 shares

    <0.01% of the 13F portfolio, value $1,335,522.

    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 26,414 shares
    Change vs previous 13F -1,797 shares

    <0.01% of the 13F portfolio, value $1,455,184.

    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 28,211 shares
    Change vs previous 13F -3,317 shares

    <0.01% of the 13F portfolio, value $1,492,432.

    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 31,528 shares
    Change vs previous 13F +4,042 shares

    <0.01% of the 13F portfolio, value $1,553,150.

    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 27,486 shares
    Change vs previous 13F +5,037 shares

    <0.01% of the 13F portfolio, value $1,207,758.

    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 22,449 shares
    Change vs previous 13F +3,225 shares

    <0.01% of the 13F portfolio, value $1,040,744.

    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 19,224 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $886,213.

    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).