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OSAIC HOLDINGS, INC.: UFEB position timeline

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

OSAIC HOLDINGS, INC. held 106,116 UFEB 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 106,116 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $4,101,349.

    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 106,197 shares
    Change vs previous 13F -18,445 shares

    0.01% of the 13F portfolio, value $3,854,926.

    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 124,642 shares
    Change vs previous 13F -25,660 shares

    0.01% of the 13F portfolio, value $4,585,542.

    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 150,302 shares
    Change vs previous 13F -10,780 shares

    0.01% of the 13F portfolio, value $5,302,716.

    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 161,082 shares
    Change vs previous 13F +19,875 shares

    0.01% of the 13F portfolio, value $5,526,687.

    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 141,207 shares
    Change vs previous 13F +78,458 shares

    0.01% of the 13F portfolio, value $4,573,662.

    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 62,749 shares
    Change vs previous 13F -11,222 shares

    <0.01% of the 13F portfolio, value $2,087,641.

    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 73,971 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,406,993.

    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).