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OSAIC HOLDINGS, INC.: UGE position timeline

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

OSAIC HOLDINGS, INC. held 1,419 UGE 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 1,419 shares
    Change vs previous 13F -2,353 shares

    <0.01% of the 13F portfolio, value $26,411.

    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 3,772 shares
    Change vs previous 13F -34,678 shares

    <0.01% of the 13F portfolio, value $69,513.

    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 38,450 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $642,889.

    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 38,440 shares
    Change vs previous 13F +3,913 shares

    <0.01% of the 13F portfolio, value $662,855.

    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 34,527 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $641,454.

    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 34,044 shares
    Change vs previous 13F -3,894 shares

    <0.01% of the 13F portfolio, value $654,716.

    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 37,938 shares
    Change vs previous 13F -10,833 shares

    <0.01% of the 13F portfolio, value $685,532.

    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 48,771 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $992,639.

    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).