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OSAIC HOLDINGS, INC.: USMF position timeline

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

OSAIC HOLDINGS, INC. held 15,272 USMF 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 15,272 shares
    Change vs previous 13F -5,915 shares

    <0.01% of the 13F portfolio, value $828,312.

    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 21,187 shares
    Change vs previous 13F -8,568 shares

    <0.01% of the 13F portfolio, value $1,046,183.

    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 29,755 shares
    Change vs previous 13F -38,489 shares

    <0.01% of the 13F portfolio, value $1,525,194.

    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 68,244 shares
    Change vs previous 13F -4,098 shares

    <0.01% of the 13F portfolio, value $3,554,825.

    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 72,342 shares
    Change vs previous 13F +8,150 shares

    0.01% of the 13F portfolio, value $3,707,800.

    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 64,192 shares
    Change vs previous 13F +26,785 shares

    0.01% of the 13F portfolio, value $3,185,135.

    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 37,407 shares
    Change vs previous 13F +6,107 shares

    <0.01% of the 13F portfolio, value $1,858,398.

    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 31,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,529,703.

    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).