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OSAIC HOLDINGS, INC.: UPST position timeline

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

OSAIC HOLDINGS, INC. held 25,795 UPST 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 25,795 shares
    Change vs previous 13F -1,792 shares

    <0.01% of the 13F portfolio, value $913,893.

    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 27,587 shares
    Change vs previous 13F -6,212 shares

    <0.01% of the 13F portfolio, value $707,582.

    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 33,799 shares
    Change vs previous 13F -7,635 shares

    <0.01% of the 13F portfolio, value $1,477,994.

    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 41,434 shares
    Change vs previous 13F +13,165 shares

    <0.01% of the 13F portfolio, value $2,793,218.

    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 28,269 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $1,828,256.

    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 28,101 shares
    Change vs previous 13F +4,482 shares

    <0.01% of the 13F portfolio, value $1,293,401.

    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 23,619 shares
    Change vs previous 13F -1,246 shares

    <0.01% of the 13F portfolio, value $1,454,134.

    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 24,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $994,801.

    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).