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OSAIC HOLDINGS, INC.: UUP position timeline

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

OSAIC HOLDINGS, INC. held 62,991 UUP 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 62,991 shares
    Change vs previous 13F +4,342 shares

    <0.01% of the 13F portfolio, value $1,789,731.

    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 58,649 shares
    Change vs previous 13F -81,409 shares

    <0.01% of the 13F portfolio, value $1,629,274.

    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 140,058 shares
    Change vs previous 13F +11,712 shares

    0.01% of the 13F portfolio, value $3,785,759.

    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 128,346 shares
    Change vs previous 13F +75,281 shares

    <0.01% of the 13F portfolio, value $3,520,088.

    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 53,065 shares
    Change vs previous 13F -3,424 shares

    <0.01% of the 13F portfolio, value $1,426,689.

    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 56,489 shares
    Change vs previous 13F +30,316 shares

    <0.01% of the 13F portfolio, value $1,612,422.

    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 26,173 shares
    Change vs previous 13F -790 shares

    <0.01% of the 13F portfolio, value $770,008.

    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 26,963 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $759,808.

    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).