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OSAIC HOLDINGS, INC.: XBMEX position timeline

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

OSAIC HOLDINGS, INC. held 25,101 XBMEX 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 25,101 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $1,078,156.

    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 24,227 shares
    Change vs previous 13F -2,468 shares

    <0.01% of the 13F portfolio, value $933,049.

    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 26,695 shares
    Change vs previous 13F -10,813 shares

    <0.01% of the 13F portfolio, value $1,098,047.

    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 37,508 shares
    Change vs previous 13F -2,125 shares

    <0.01% of the 13F portfolio, value $1,379,945.

    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 39,633 shares
    Change vs previous 13F -559 shares

    <0.01% of the 13F portfolio, value $1,445,185.

    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 40,192 shares
    Change vs previous 13F +8,881 shares

    <0.01% of the 13F portfolio, value $1,553,248.

    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 31,311 shares
    Change vs previous 13F +3,280 shares

    <0.01% of the 13F portfolio, value $1,187,754.

    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 28,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,175,448.

    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).