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OSAIC HOLDINGS, INC.: XLP position timeline

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

OSAIC HOLDINGS, INC. held 1,018,079 XLP 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 1,018,079 shares
    Change vs previous 13F +129,219 shares

    0.1% of the 13F portfolio, value $84,595,093.

    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 888,860 shares
    Change vs previous 13F -224,939 shares

    0.11% of the 13F portfolio, value $72,885,139.

    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 1,113,799 shares
    Change vs previous 13F -91,601 shares

    0.13% of the 13F portfolio, value $86,537,379.

    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 1,205,400 shares
    Change vs previous 13F +636,294 shares

    0.13% of the 13F portfolio, value $95,181,029.

    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 569,106 shares
    Change vs previous 13F -188 shares

    0.08% of the 13F portfolio, value $46,129,069.

    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 569,294 shares
    Change vs previous 13F -66,474 shares

    0.1% of the 13F portfolio, value $46,509,910.

    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 635,768 shares
    Change vs previous 13F +91,288 shares

    0.09% of the 13F portfolio, value $41,533,320.

    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 544,480 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $45,203,411.

    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).