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OSAIC HOLDINGS, INC.: UTES position timeline

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

OSAIC HOLDINGS, INC. held 553,864 UTES 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 553,864 shares
    Change vs previous 13F -8,297 shares

    0.05% of the 13F portfolio, value $45,273,487.

    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 562,161 shares
    Change vs previous 13F +34,501 shares

    0.07% of the 13F portfolio, value $44,917,145.

    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 527,660 shares
    Change vs previous 13F +440,682 shares

    0.06% of the 13F portfolio, value $41,659,113.

    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 86,978 shares
    Change vs previous 13F +37,511 shares

    0.01% of the 13F portfolio, value $6,957,377.

    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 49,467 shares
    Change vs previous 13F +9,074 shares

    0.01% of the 13F portfolio, value $3,739,868.

    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 40,393 shares
    Change vs previous 13F +23,791 shares

    0.01% of the 13F portfolio, value $2,609,484.

    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 16,602 shares
    Change vs previous 13F +9,139 shares

    <0.01% of the 13F portfolio, value $1,058,398.

    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 7,463 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477,386.

    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).