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OSAIC HOLDINGS, INC.: MUB position timeline

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

OSAIC HOLDINGS, INC. held 1,112,879 MUB 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 1,112,879 shares
    Change vs previous 13F +185,704 shares

    0.14% of the 13F portfolio, value $119,793,626.

    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 927,175 shares
    Change vs previous 13F +81,428 shares

    0.14% of the 13F portfolio, value $98,429,650.

    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 845,747 shares
    Change vs previous 13F -170,291 shares

    0.13% of the 13F portfolio, value $90,597,527.

    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 1,016,038 shares
    Change vs previous 13F +121,550 shares

    0.15% of the 13F portfolio, value $107,439,243.

    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 894,488 shares
    Change vs previous 13F +287,103 shares

    0.17% of the 13F portfolio, value $93,622,557.

    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 607,385 shares
    Change vs previous 13F -911,450 shares

    0.14% of the 13F portfolio, value $64,050,191.

    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 1,518,835 shares
    Change vs previous 13F +732,628 shares

    0.24% of the 13F portfolio, value $107,393,107.

    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 786,207 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $85,410,639.

    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).