OSAIC HOLDINGS, INC.: UFPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on UFPI, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 2,175 UFPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,175 sharesChange vs previous 13F -891 shares
<0.01% of the 13F portfolio, value $197,396.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,066 sharesChange vs previous 13F +973 shares
<0.01% of the 13F portfolio, value $282,477.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,093 sharesChange vs previous 13F -694 shares
<0.01% of the 13F portfolio, value $190,698.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,787 sharesChange vs previous 13F -15,187 shares
<0.01% of the 13F portfolio, value $264,979.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 17,974 sharesChange vs previous 13F -2,194 shares
<0.01% of the 13F portfolio, value $1,786,349.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,168 sharesChange vs previous 13F +1,524 shares
<0.01% of the 13F portfolio, value $2,158,971.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 18,644 sharesChange vs previous 13F +15,051 shares
<0.01% of the 13F portfolio, value $2,100,466.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,593 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $471,558.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).