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OSAIC HOLDINGS, INC.: UYLD position timeline

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

OSAIC HOLDINGS, INC. held 821,558 UYLD 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 821,558 shares
    Change vs previous 13F -9,383 shares

    0.05% of the 13F portfolio, value $41,906,010.

    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 830,941 shares
    Change vs previous 13F +26,721 shares

    0.06% of the 13F portfolio, value $42,407,230.

    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 804,220 shares
    Change vs previous 13F +306,470 shares

    0.06% of the 13F portfolio, value $41,131,488.

    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 497,750 shares
    Change vs previous 13F +481,354 shares

    0.04% of the 13F portfolio, value $25,457,800.

    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 16,396 shares
    Change vs previous 13F +761 shares

    <0.01% of the 13F portfolio, value $837,317.

    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 15,635 shares
    Change vs previous 13F +204 shares

    <0.01% of the 13F portfolio, value $798,764.

    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 15,431 shares
    Change vs previous 13F +5,886 shares

    <0.01% of the 13F portfolio, value $788,035.

    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 9,545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $488,391.

    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).