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OSAIC HOLDINGS, INC.: XSVM position timeline

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

OSAIC HOLDINGS, INC. held 123,847 XSVM 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 123,847 shares
    Change vs previous 13F +12,198 shares

    0.01% of the 13F portfolio, value $8,620,941.

    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 111,649 shares
    Change vs previous 13F -29,134 shares

    0.01% of the 13F portfolio, value $6,730,039.

    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 140,783 shares
    Change vs previous 13F -121,999 shares

    0.01% of the 13F portfolio, value $8,046,967.

    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 262,782 shares
    Change vs previous 13F +114,719 shares

    0.02% of the 13F portfolio, value $14,946,642.

    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 148,063 shares
    Change vs previous 13F +18,153 shares

    0.01% of the 13F portfolio, value $7,701,881.

    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 129,910 shares
    Change vs previous 13F -6,531 shares

    0.01% of the 13F portfolio, value $6,525,198.

    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 136,441 shares
    Change vs previous 13F +275 shares

    0.02% of the 13F portfolio, value $7,437,532.

    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 136,166 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,488,036.

    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).