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Disclosery

OSAIC HOLDINGS, INC.: UTF position timeline

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

OSAIC HOLDINGS, INC. held 479,412 UTF 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 479,412 shares
    Change vs previous 13F +130,301 shares

    0.02% of the 13F portfolio, value $13,228,491.

    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 349,111 shares
    Change vs previous 13F +15,060 shares

    0.01% of the 13F portfolio, value $9,035,717.

    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 334,051 shares
    Change vs previous 13F +4,572 shares

    0.01% of the 13F portfolio, value $8,055,030.

    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 329,479 shares
    Change vs previous 13F -2,491 shares

    0.01% of the 13F portfolio, value $8,534,589.

    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 331,970 shares
    Change vs previous 13F +21,524 shares

    0.02% of the 13F portfolio, value $8,948,117.

    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 310,446 shares
    Change vs previous 13F +5,990 shares

    0.02% of the 13F portfolio, value $7,933,519.

    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 304,456 shares
    Change vs previous 13F +62,392 shares

    0.02% of the 13F portfolio, value $7,320,141.

    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 242,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,301,525.

    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).