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OSAIC HOLDINGS, INC.: USTB position timeline

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

OSAIC HOLDINGS, INC. held 218,055 USTB 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 218,055 shares
    Change vs previous 13F -31,460 shares

    0.01% of the 13F portfolio, value $11,043,367.

    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 249,515 shares
    Change vs previous 13F +2,342 shares

    0.02% of the 13F portfolio, value $12,627,590.

    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 247,173 shares
    Change vs previous 13F -2,158 shares

    0.02% of the 13F portfolio, value $12,573,349.

    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 249,331 shares
    Change vs previous 13F +8,307 shares

    0.02% of the 13F portfolio, value $12,713,363.

    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 241,024 shares
    Change vs previous 13F +116,852 shares

    0.02% of the 13F portfolio, value $12,254,088.

    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 124,172 shares
    Change vs previous 13F -107,055 shares

    0.01% of the 13F portfolio, value $6,290,044.

    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 231,227 shares
    Change vs previous 13F -2,104 shares

    0.03% of the 13F portfolio, value $11,608,306.

    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 233,331 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,856,095.

    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).