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OSAIC HOLDINGS, INC.: UITB position timeline

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

OSAIC HOLDINGS, INC. held 353,949 UITB 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 353,949 shares
    Change vs previous 13F +146,209 shares

    0.02% of the 13F portfolio, value $16,581,500.

    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 207,740 shares
    Change vs previous 13F -8,365 shares

    0.01% of the 13F portfolio, value $9,768,656.

    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 216,105 shares
    Change vs previous 13F +17,220 shares

    0.01% of the 13F portfolio, value $10,233,809.

    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 198,885 shares
    Change vs previous 13F +55,357 shares

    0.01% of the 13F portfolio, value $9,419,325.

    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 143,528 shares
    Change vs previous 13F +41,007 shares

    0.01% of the 13F portfolio, value $6,756,657.

    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 102,521 shares
    Change vs previous 13F -34,922 shares

    0.01% of the 13F portfolio, value $4,813,032.

    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 137,443 shares
    Change vs previous 13F -360,015 shares

    0.01% of the 13F portfolio, value $6,318,030.

    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 497,458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $23,848,435.

    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).