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OSAIC HOLDINGS, INC.: UPS position timeline

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

OSAIC HOLDINGS, INC. held 356,475 UPS 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 356,475 shares
    Change vs previous 13F +33,180 shares

    0.05% of the 13F portfolio, value $38,343,079.

    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 323,295 shares
    Change vs previous 13F +281 shares

    0.05% of the 13F portfolio, value $31,823,408.

    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 323,014 shares
    Change vs previous 13F -62,112 shares

    0.05% of the 13F portfolio, value $32,057,383.

    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 385,126 shares
    Change vs previous 13F +149,043 shares

    0.05% of the 13F portfolio, value $33,000,870.

    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 236,083 shares
    Change vs previous 13F +25,454 shares

    0.04% of the 13F portfolio, value $23,922,062.

    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 210,629 shares
    Change vs previous 13F +12,177 shares

    0.05% of the 13F portfolio, value $23,188,580.

    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 198,452 shares
    Change vs previous 13F +11,862 shares

    0.05% of the 13F portfolio, value $23,518,255.

    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 186,590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,459,861.

    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).