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OSAIC HOLDINGS, INC.: YOU position timeline

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

OSAIC HOLDINGS, INC. held 48,338 YOU 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 48,338 shares
    Change vs previous 13F +2,953 shares

    <0.01% of the 13F portfolio, value $2,694,031.

    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 45,385 shares
    Change vs previous 13F -14,829 shares

    <0.01% of the 13F portfolio, value $2,197,042.

    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 60,214 shares
    Change vs previous 13F -16,672 shares

    <0.01% of the 13F portfolio, value $2,112,523.

    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 76,886 shares
    Change vs previous 13F +3,233 shares

    <0.01% of the 13F portfolio, value $2,747,653.

    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 73,653 shares
    Change vs previous 13F +17,771 shares

    <0.01% of the 13F portfolio, value $2,019,284.

    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 55,882 shares
    Change vs previous 13F +53,864 shares

    <0.01% of the 13F portfolio, value $1,448,001.

    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 2,018 shares
    Change vs previous 13F -29,937 shares

    <0.01% of the 13F portfolio, value $53,758.

    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 31,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,058,807.

    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).