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OSAIC HOLDINGS, INC.: XBJL position timeline

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

OSAIC HOLDINGS, INC. held 87,690 XBJL 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 87,690 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $3,505,762.

    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 87,540 shares
    Change vs previous 13F -15,302 shares

    <0.01% of the 13F portfolio, value $3,328,194.

    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 102,842 shares
    Change vs previous 13F -1,906 shares

    0.01% of the 13F portfolio, value $3,934,595.

    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 104,748 shares
    Change vs previous 13F +10,285 shares

    0.01% of the 13F portfolio, value $3,874,837.

    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 94,463 shares
    Change vs previous 13F -9,564 shares

    0.01% of the 13F portfolio, value $3,398,725.

    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 104,027 shares
    Change vs previous 13F +11,028 shares

    0.01% of the 13F portfolio, value $3,520,050.

    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 92,999 shares
    Change vs previous 13F +9,529 shares

    0.01% of the 13F portfolio, value $3,174,963.

    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 83,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,794,522.

    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).