Skip to content
Disclosery

OSAIC HOLDINGS, INC.: UBSI position timeline

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

OSAIC HOLDINGS, INC. held 52,169 UBSI 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 52,169 shares
    Change vs previous 13F +1,263 shares

    <0.01% of the 13F portfolio, value $2,391,049.

    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 50,906 shares
    Change vs previous 13F -580 shares

    <0.01% of the 13F portfolio, value $2,108,588.

    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 51,486 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $1,977,116.

    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 51,604 shares
    Change vs previous 13F +959 shares

    <0.01% of the 13F portfolio, value $1,929,339.

    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 50,645 shares
    Change vs previous 13F -3,941 shares

    <0.01% of the 13F portfolio, value $1,844,987.

    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 54,586 shares
    Change vs previous 13F +39,522 shares

    <0.01% of the 13F portfolio, value $1,892,606.

    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 15,064 shares
    Change vs previous 13F -2,865 shares

    <0.01% of the 13F portfolio, value $565,781.

    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 17,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $665,155.

    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).