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OSAIC HOLDINGS, INC.: VPU position timeline

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

OSAIC HOLDINGS, INC. held 339,096 VPU 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 339,096 shares
    Change vs previous 13F +22,398 shares

    0.08% of the 13F portfolio, value $66,470,304.

    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 316,698 shares
    Change vs previous 13F +86,084 shares

    0.09% of the 13F portfolio, value $62,840,033.

    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 230,614 shares
    Change vs previous 13F -2,236 shares

    0.06% of the 13F portfolio, value $42,716,637.

    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 232,850 shares
    Change vs previous 13F +45,168 shares

    0.06% of the 13F portfolio, value $43,337,280.

    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 187,682 shares
    Change vs previous 13F +31,815 shares

    0.06% of the 13F portfolio, value $33,165,375.

    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 155,867 shares
    Change vs previous 13F +17,937 shares

    0.06% of the 13F portfolio, value $26,659,357.

    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 137,930 shares
    Change vs previous 13F +8,563 shares

    0.05% of the 13F portfolio, value $22,571,214.

    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 129,367 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,537,744.

    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).