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OSAIC HOLDINGS, INC.: UTI position timeline

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

OSAIC HOLDINGS, INC. held 241,141 UTI 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 241,141 shares
    Change vs previous 13F -2,349 shares

    0.01% of the 13F portfolio, value $10,313,599.

    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 243,490 shares
    Change vs previous 13F +90,330 shares

    0.01% of the 13F portfolio, value $8,789,989.

    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 153,160 shares
    Change vs previous 13F -108,567 shares

    0.01% of the 13F portfolio, value $4,002,068.

    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 261,727 shares
    Change vs previous 13F +250,563 shares

    0.01% of the 13F portfolio, value $8,455,412.

    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 11,164 shares
    Change vs previous 13F -880 shares

    <0.01% of the 13F portfolio, value $378,253.

    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 12,044 shares
    Change vs previous 13F -1,035 shares

    <0.01% of the 13F portfolio, value $309,202.

    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 13,079 shares
    Change vs previous 13F -1,182 shares

    <0.01% of the 13F portfolio, value $336,156.

    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 14,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,778.

    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).