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OSAIC HOLDINGS, INC.: UTL position timeline

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

OSAIC HOLDINGS, INC. held 27,910 UTL 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 27,910 shares
    Change vs previous 13F -951 shares

    <0.01% of the 13F portfolio, value $1,471,758.

    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 28,861 shares
    Change vs previous 13F +652 shares

    <0.01% of the 13F portfolio, value $1,508,903.

    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 28,209 shares
    Change vs previous 13F -2,173 shares

    <0.01% of the 13F portfolio, value $1,367,572.

    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 30,382 shares
    Change vs previous 13F -13,498 shares

    <0.01% of the 13F portfolio, value $1,428,171.

    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 43,880 shares
    Change vs previous 13F +685 shares

    <0.01% of the 13F portfolio, value $2,290,140.

    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 43,195 shares
    Change vs previous 13F -3,466 shares

    0.01% of the 13F portfolio, value $2,493,949.

    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 46,661 shares
    Change vs previous 13F +4,008 shares

    0.01% of the 13F portfolio, value $2,530,467.

    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 42,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,585,924.

    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).