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OSAIC HOLDINGS, INC.: UTG position timeline

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

OSAIC HOLDINGS, INC. held 292,537 UTG 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 292,537 shares
    Change vs previous 13F +38,926 shares

    0.01% of the 13F portfolio, value $11,913,275.

    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 253,611 shares
    Change vs previous 13F -1,697 shares

    0.01% of the 13F portfolio, value $9,962,271.

    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 255,308 shares
    Change vs previous 13F +10,436 shares

    0.01% of the 13F portfolio, value $9,340,143.

    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 244,872 shares
    Change vs previous 13F +7,788 shares

    0.01% of the 13F portfolio, value $9,510,969.

    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 237,084 shares
    Change vs previous 13F +3,165 shares

    0.02% of the 13F portfolio, value $8,578,546.

    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 233,919 shares
    Change vs previous 13F -157,221 shares

    0.02% of the 13F portfolio, value $7,611,974.

    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 391,140 shares
    Change vs previous 13F +2,523 shares

    0.03% of the 13F portfolio, value $12,395,627.

    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 388,617 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,750,633.

    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).