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OSAIC HOLDINGS, INC.: UDIV position timeline

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

OSAIC HOLDINGS, INC. held 9,273 UDIV 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 9,273 shares
    Change vs previous 13F +7,755 shares

    <0.01% of the 13F portfolio, value $557,314.

    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 1,518 shares
    Change vs previous 13F -2,491 shares

    <0.01% of the 13F portfolio, value $78,364.

    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 4,009 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $213,229.

    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 3,922 shares
    Change vs previous 13F -78 shares

    <0.01% of the 13F portfolio, value $199,125.

    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 4,000 shares
    Change vs previous 13F -10,407 shares

    <0.01% of the 13F portfolio, value $192,914.

    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 14,407 shares
    Change vs previous 13F +976 shares

    <0.01% of the 13F portfolio, value $630,182.

    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 13,431 shares
    Change vs previous 13F +7,629 shares

    <0.01% of the 13F portfolio, value $609,957.

    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 5,802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,971.

    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).