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OSAIC HOLDINGS, INC.: VUSB position timeline

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

OSAIC HOLDINGS, INC. held 394,208 VUSB 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 394,208 shares
    Change vs previous 13F +28,973 shares

    0.02% of the 13F portfolio, value $19,624,089.

    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 365,235 shares
    Change vs previous 13F +78,246 shares

    0.03% of the 13F portfolio, value $18,184,286.

    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 286,989 shares
    Change vs previous 13F +62,323 shares

    0.02% of the 13F portfolio, value $14,303,835.

    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 224,666 shares
    Change vs previous 13F +101,572 shares

    0.02% of the 13F portfolio, value $11,227,635.

    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 123,094 shares
    Change vs previous 13F +16,513 shares

    0.01% of the 13F portfolio, value $6,137,900.

    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 106,581 shares
    Change vs previous 13F -16,261 shares

    0.01% of the 13F portfolio, value $5,314,381.

    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 122,842 shares
    Change vs previous 13F +10,948 shares

    0.01% of the 13F portfolio, value $6,095,781.

    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 111,894 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,588,222.

    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).