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OSAIC HOLDINGS, INC.: UFO position timeline

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

OSAIC HOLDINGS, INC. held 53,296 UFO 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 53,296 shares
    Change vs previous 13F +18,095 shares

    <0.01% of the 13F portfolio, value $2,700,456.

    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 35,201 shares
    Change vs previous 13F +22,143 shares

    <0.01% of the 13F portfolio, value $1,577,289.

    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 13,058 shares
    Change vs previous 13F -11,705 shares

    <0.01% of the 13F portfolio, value $504,727.

    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 24,763 shares
    Change vs previous 13F +21,580 shares

    <0.01% of the 13F portfolio, value $839,661.

    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 3,183 shares
    Change vs previous 13F -77 shares

    <0.01% of the 13F portfolio, value $91,506.

    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 3,260 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $71,963.

    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 2,789 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $64,772.

    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 2,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $53,925.

    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).