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OSAIC HOLDINGS, INC.: UMAR position timeline

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

OSAIC HOLDINGS, INC. held 99,845 UMAR 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 99,845 shares
    Change vs previous 13F +9,519 shares

    <0.01% of the 13F portfolio, value $4,218,393.

    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 90,326 shares
    Change vs previous 13F +8,743 shares

    0.01% of the 13F portfolio, value $3,589,534.

    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 81,583 shares
    Change vs previous 13F -5,283 shares

    <0.01% of the 13F portfolio, value $3,259,215.

    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 86,866 shares
    Change vs previous 13F -2,304 shares

    <0.01% of the 13F portfolio, value $3,351,142.

    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 89,170 shares
    Change vs previous 13F +8,159 shares

    0.01% of the 13F portfolio, value $3,353,652.

    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 81,011 shares
    Change vs previous 13F +25,394 shares

    0.01% of the 13F portfolio, value $2,879,918.

    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 55,617 shares
    Change vs previous 13F -3,546 shares

    <0.01% of the 13F portfolio, value $1,984,950.

    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 59,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,063,585.

    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).