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OSAIC HOLDINGS, INC.: UPW position timeline

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

OSAIC HOLDINGS, INC. held 1,045 UPW 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 1,045 shares
    Change vs previous 13F -1,691 shares

    <0.01% of the 13F portfolio, value $25,106.

    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 2,736 shares
    Change vs previous 13F -25,241 shares

    <0.01% of the 13F portfolio, value $67,804.

    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 27,977 shares
    Change vs previous 13F +20,578 shares

    <0.01% of the 13F portfolio, value $607,636.

    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 7,399 shares
    Change vs previous 13F -775 shares

    <0.01% of the 13F portfolio, value $675,873.

    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 8,174 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $660,518.

    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 8,782 shares
    Change vs previous 13F -1,309 shares

    <0.01% of the 13F portfolio, value $675,868.

    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 10,091 shares
    Change vs previous 13F -3,170 shares

    <0.01% of the 13F portfolio, value $721,893.

    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 13,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,099,218.

    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).