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OSAIC HOLDINGS, INC.: USEP position timeline

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

OSAIC HOLDINGS, INC. held 89,215 USEP 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 89,215 shares
    Change vs previous 13F +2,216 shares

    <0.01% of the 13F portfolio, value $3,687,227.

    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 86,999 shares
    Change vs previous 13F -10,705 shares

    <0.01% of the 13F portfolio, value $3,364,219.

    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 97,704 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $3,842,673.

    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 97,361 shares
    Change vs previous 13F +28,099 shares

    0.01% of the 13F portfolio, value $3,722,259.

    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 69,262 shares
    Change vs previous 13F +502 shares

    <0.01% of the 13F portfolio, value $2,552,286.

    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 68,760 shares
    Change vs previous 13F -12,017 shares

    0.01% of the 13F portfolio, value $2,366,007.

    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 80,777 shares
    Change vs previous 13F +13,811 shares

    0.01% of the 13F portfolio, value $2,843,328.

    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 66,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,326,376.

    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).