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OSAIC HOLDINGS, INC.: EXEL position timeline

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

OSAIC HOLDINGS, INC. held 63,106 EXEL 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 63,106 shares
    Change vs previous 13F -4,817 shares

    <0.01% of the 13F portfolio, value $3,433,322.

    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 67,923 shares
    Change vs previous 13F +19,661 shares

    <0.01% of the 13F portfolio, value $2,913,034.

    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 48,262 shares
    Change vs previous 13F -274,534 shares

    <0.01% of the 13F portfolio, value $2,115,051.

    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 322,796 shares
    Change vs previous 13F +254,520 shares

    0.02% of the 13F portfolio, value $13,153,327.

    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 68,276 shares
    Change vs previous 13F +41,167 shares

    0.01% of the 13F portfolio, value $2,889,597.

    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 27,109 shares
    Change vs previous 13F +10,178 shares

    <0.01% of the 13F portfolio, value $1,000,745.

    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 16,931 shares
    Change vs previous 13F +544 shares

    <0.01% of the 13F portfolio, value $506,083.

    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 16,387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $425,143.

    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).