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OSAIC HOLDINGS, INC.: TU position timeline

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

OSAIC HOLDINGS, INC. held 67,612 TU 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 67,612 shares
    Change vs previous 13F +5,897 shares

    <0.01% of the 13F portfolio, value $714,705.

    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 61,715 shares
    Change vs previous 13F +37,742 shares

    <0.01% of the 13F portfolio, value $791,033.

    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 23,973 shares
    Change vs previous 13F -10,703 shares

    <0.01% of the 13F portfolio, value $316,272.

    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 34,676 shares
    Change vs previous 13F +12,053 shares

    <0.01% of the 13F portfolio, value $560,441.

    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 22,623 shares
    Change vs previous 13F +18,533 shares

    <0.01% of the 13F portfolio, value $362,959.

    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 4,090 shares
    Change vs previous 13F -6,692 shares

    <0.01% of the 13F portfolio, value $58,664.

    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 10,782 shares
    Change vs previous 13F -1,728 shares

    <0.01% of the 13F portfolio, value $146,191.

    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 12,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,006.

    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).