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OSAIC HOLDINGS, INC.: UFOX position timeline

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

OSAIC HOLDINGS, INC. held 32,543 UFOX 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 32,543 shares
    Change vs previous 13F +4,074 shares

    <0.01% of the 13F portfolio, value $3,093,680.

    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 28,469 shares
    Change vs previous 13F -3,922 shares

    <0.01% of the 13F portfolio, value $1,941,358.

    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 32,391 shares
    Change vs previous 13F -1,409 shares

    <0.01% of the 13F portfolio, value $2,068,427.

    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 33,800 shares
    Change vs previous 13F -4,800 shares

    <0.01% of the 13F portfolio, value $2,035,039.

    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 38,600 shares
    Change vs previous 13F -12,857 shares

    <0.01% of the 13F portfolio, value $2,037,096.

    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 51,457 shares
    Change vs previous 13F -10,959 shares

    <0.01% of the 13F portfolio, value $2,187,167.

    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 62,416 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $2,974,368.

    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 62,459 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,709,511.

    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).