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OSAIC HOLDINGS, INC.: XBJA position timeline

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

OSAIC HOLDINGS, INC. held 123,974 XBJA 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 123,974 shares
    Change vs previous 13F +15,943 shares

    <0.01% of the 13F portfolio, value $4,191,428.

    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 108,031 shares
    Change vs previous 13F -15,017 shares

    <0.01% of the 13F portfolio, value $3,379,142.

    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 123,048 shares
    Change vs previous 13F -29,764 shares

    0.01% of the 13F portfolio, value $3,933,767.

    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 152,812 shares
    Change vs previous 13F +4,616 shares

    0.01% of the 13F portfolio, value $4,733,750.

    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 148,196 shares
    Change vs previous 13F +23,285 shares

    0.01% of the 13F portfolio, value $4,466,546.

    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 124,911 shares
    Change vs previous 13F +16,434 shares

    0.01% of the 13F portfolio, value $3,526,147.

    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 108,477 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $3,120,794.

    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 109,024 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,089,673.

    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).