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OSAIC HOLDINGS, INC.: UAPR position timeline

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

OSAIC HOLDINGS, INC. held 134,255 UAPR 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 134,255 shares
    Change vs previous 13F +49,288 shares

    0.01% of the 13F portfolio, value $4,713,827.

    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 84,967 shares
    Change vs previous 13F -60,585 shares

    <0.01% of the 13F portfolio, value $2,835,342.

    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 145,552 shares
    Change vs previous 13F -8,606 shares

    0.01% of the 13F portfolio, value $4,769,695.

    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 154,158 shares
    Change vs previous 13F -6,950 shares

    0.01% of the 13F portfolio, value $4,933,217.

    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 161,108 shares
    Change vs previous 13F +41,985 shares

    0.01% of the 13F portfolio, value $5,042,624.

    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 119,123 shares
    Change vs previous 13F -35,005 shares

    0.01% of the 13F portfolio, value $3,556,988.

    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 154,128 shares
    Change vs previous 13F +8,669 shares

    0.01% of the 13F portfolio, value $4,753,210.

    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 145,459 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,392,836.

    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).