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OSAIC HOLDINGS, INC.: EXE position timeline

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

OSAIC HOLDINGS, INC. held 59,955 EXE 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 59,955 shares
    Change vs previous 13F -12,932 shares

    0.01% of the 13F portfolio, value $5,467,692.

    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 72,887 shares
    Change vs previous 13F +23,602 shares

    0.01% of the 13F portfolio, value $8,001,597.

    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 49,285 shares
    Change vs previous 13F +25,339 shares

    0.01% of the 13F portfolio, value $5,439,337.

    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 23,946 shares
    Change vs previous 13F +1,474 shares

    <0.01% of the 13F portfolio, value $2,454,037.

    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 22,472 shares
    Change vs previous 13F +10,103 shares

    <0.01% of the 13F portfolio, value $2,628,480.

    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 12,369 shares
    Change vs previous 13F +6,137 shares

    <0.01% of the 13F portfolio, value $1,377,584.

    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 6,232 shares
    Change vs previous 13F +3,124 shares

    <0.01% of the 13F portfolio, value $620,614.

    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 3,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,746.

    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).