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OSAIC HOLDINGS, INC.: UCON position timeline

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

OSAIC HOLDINGS, INC. held 2,045,101 UCON 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 2,045,101 shares
    Change vs previous 13F +153,974 shares

    0.06% of the 13F portfolio, value $50,884,979.

    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 1,891,127 shares
    Change vs previous 13F -138,917 shares

    0.07% of the 13F portfolio, value $46,845,974.

    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 2,030,044 shares
    Change vs previous 13F +78,602 shares

    0.07% of the 13F portfolio, value $51,099,118.

    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 1,951,442 shares
    Change vs previous 13F +336,703 shares

    0.07% of the 13F portfolio, value $48,886,384.

    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 1,614,739 shares
    Change vs previous 13F +40,227 shares

    0.07% of the 13F portfolio, value $40,192,407.

    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 1,574,512 shares
    Change vs previous 13F +58,432 shares

    0.09% of the 13F portfolio, value $38,971,129.

    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 1,516,080 shares
    Change vs previous 13F -68,528 shares

    0.08% of the 13F portfolio, value $37,373,270.

    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 1,584,608 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,822,556.

    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).