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OSAIC HOLDINGS, INC.: UPBD position timeline

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

OSAIC HOLDINGS, INC. held 63,228 UPBD 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 63,228 shares
    Change vs previous 13F +60,327 shares

    <0.01% of the 13F portfolio, value $1,341,651.

    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 2,901 shares
    Change vs previous 13F -3,326 shares

    <0.01% of the 13F portfolio, value $52,358.

    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 6,227 shares
    Change vs previous 13F -52,273 shares

    <0.01% of the 13F portfolio, value $109,332.

    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 58,500 shares
    Change vs previous 13F +44,489 shares

    <0.01% of the 13F portfolio, value $1,483,257.

    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 14,011 shares
    Change vs previous 13F +8,922 shares

    <0.01% of the 13F portfolio, value $351,667.

    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 5,089 shares
    Change vs previous 13F +1,929 shares

    <0.01% of the 13F portfolio, value $121,942.

    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 3,160 shares
    Change vs previous 13F -324 shares

    <0.01% of the 13F portfolio, value $92,164.

    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 3,484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,459.

    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).