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OSAIC HOLDINGS, INC.: UGP position timeline

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

OSAIC HOLDINGS, INC. held 29,113 UGP 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 29,113 shares
    Change vs previous 13F +27,874 shares

    <0.01% of the 13F portfolio, value $146,130.

    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 1,239 shares
    Change vs previous 13F +1,097 shares

    <0.01% of the 13F portfolio, value $6,827.

    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 142 shares
    Change vs previous 13F -2,983 shares

    <0.01% of the 13F portfolio, value $535.

    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 3,125 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $11,463.

    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 3,035 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $9,955.

    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 3,000 shares
    Change vs previous 13F -31,840 shares

    <0.01% of the 13F portfolio, value $9,240.

    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 34,840 shares
    Change vs previous 13F -13,103 shares

    <0.01% of the 13F portfolio, value $91,632.

    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 47,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $186,032.

    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).