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OSAIC HOLDINGS, INC.: UBND position timeline

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

OSAIC HOLDINGS, INC. held 2,084,261 UBND 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 2,084,261 shares
    Change vs previous 13F +30,579 shares

    0.05% of the 13F portfolio, value $45,300,092.

    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 2,053,682 shares
    Change vs previous 13F +89,813 shares

    0.07% of the 13F portfolio, value $44,738,472.

    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 1,963,869 shares
    Change vs previous 13F +1,665,135 shares

    0.06% of the 13F portfolio, value $43,215,173.

    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 298,734 shares
    Change vs previous 13F -2,389 shares

    0.01% of the 13F portfolio, value $6,549,093.

    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 301,123 shares
    Change vs previous 13F +15,026 shares

    0.01% of the 13F portfolio, value $6,580,365.

    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 286,097 shares
    Change vs previous 13F +26,666 shares

    0.01% of the 13F portfolio, value $6,237,705.

    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 259,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,544,634.

    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).