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OSAIC HOLDINGS, INC.: USIG position timeline

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

OSAIC HOLDINGS, INC. held 130,820 USIG 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 130,820 shares
    Change vs previous 13F -86,260 shares

    0.01% of the 13F portfolio, value $6,710,208.

    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 217,080 shares
    Change vs previous 13F +5,572 shares

    0.02% of the 13F portfolio, value $11,121,257.

    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 211,508 shares
    Change vs previous 13F -414,079 shares

    0.02% of the 13F portfolio, value $10,950,196.

    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 625,587 shares
    Change vs previous 13F +94,496 shares

    0.05% of the 13F portfolio, value $32,644,672.

    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 531,091 shares
    Change vs previous 13F +358,855 shares

    0.05% of the 13F portfolio, value $27,205,512.

    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 172,236 shares
    Change vs previous 13F -94,258 shares

    0.02% of the 13F portfolio, value $8,798,309.

    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 266,494 shares
    Change vs previous 13F +42,570 shares

    0.03% of the 13F portfolio, value $13,399,828.

    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 223,924 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,774,335.

    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).