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OSAIC HOLDINGS, INC.: UPXI position timeline

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

OSAIC HOLDINGS, INC. held 770,236 UPXI 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 770,236 shares
    Change vs previous 13F -5,626 shares

    <0.01% of the 13F portfolio, value $600,782.

    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 775,862 shares
    Change vs previous 13F +330,911 shares

    <0.01% of the 13F portfolio, value $768,100.

    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 444,951 shares
    Change vs previous 13F +426,190 shares

    <0.01% of the 13F portfolio, value $747,515.

    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 18,761 shares
    Change vs previous 13F +15,696 shares

    <0.01% of the 13F portfolio, value $132,581.

    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 3,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,133.

    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).