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OSAIC HOLDINGS, INC.: USDU position timeline

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

OSAIC HOLDINGS, INC. held 94,812 USDU 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 94,812 shares
    Change vs previous 13F -4,827 shares

    <0.01% of the 13F portfolio, value $2,536,092.

    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 99,639 shares
    Change vs previous 13F +94,840 shares

    <0.01% of the 13F portfolio, value $2,623,313.

    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 4,799 shares
    Change vs previous 13F -785 shares

    <0.01% of the 13F portfolio, value $123,823.

    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 5,584 shares
    Change vs previous 13F -2,742 shares

    <0.01% of the 13F portfolio, value $146,689.

    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 8,326 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $215,471.

    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 8,686 shares
    Change vs previous 13F -6,636 shares

    <0.01% of the 13F portfolio, value $236,824.

    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 15,322 shares
    Change vs previous 13F +5,065 shares

    <0.01% of the 13F portfolio, value $423,849.

    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 10,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,197.

    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).