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OSAIC HOLDINGS, INC.: ULST position timeline

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

OSAIC HOLDINGS, INC. held 48,492 ULST 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 48,492 shares
    Change vs previous 13F -3,328 shares

    <0.01% of the 13F portfolio, value $1,960,749.

    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 51,820 shares
    Change vs previous 13F -6,242 shares

    <0.01% of the 13F portfolio, value $2,099,139.

    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 58,062 shares
    Change vs previous 13F -4,513 shares

    <0.01% of the 13F portfolio, value $2,352,485.

    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 62,575 shares
    Change vs previous 13F +31,675 shares

    <0.01% of the 13F portfolio, value $2,547,072.

    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 30,900 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $1,257,103.

    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 30,343 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $1,234,223.

    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 30,559 shares
    Change vs previous 13F -5,252 shares

    <0.01% of the 13F portfolio, value $1,235,676.

    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 35,811 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,460,820.

    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).