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OSAIC HOLDINGS, INC.: XBI position timeline

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

OSAIC HOLDINGS, INC. held 423,662 XBI 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 423,662 shares
    Change vs previous 13F +293,665 shares

    0.08% of the 13F portfolio, value $67,050,816.

    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 129,997 shares
    Change vs previous 13F +1,957 shares

    0.02% of the 13F portfolio, value $16,606,878.

    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 128,040 shares
    Change vs previous 13F +24,504 shares

    0.02% of the 13F portfolio, value $15,614,818.

    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 103,536 shares
    Change vs previous 13F +31,054 shares

    0.01% of the 13F portfolio, value $9,970,959.

    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 72,482 shares
    Change vs previous 13F -36,416 shares

    0.01% of the 13F portfolio, value $6,005,596.

    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 108,898 shares
    Change vs previous 13F +12,967 shares

    0.02% of the 13F portfolio, value $8,833,195.

    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 95,931 shares
    Change vs previous 13F -29,950 shares

    0.02% of the 13F portfolio, value $8,640,066.

    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 125,881 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,437,780.

    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).