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OSAIC HOLDINGS, INC.: XCHYX position timeline

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

OSAIC HOLDINGS, INC. held 221,918 XCHYX 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 221,918 shares
    Change vs previous 13F -79,233 shares

    <0.01% of the 13F portfolio, value $3,022,546.

    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 301,151 shares
    Change vs previous 13F +18,533 shares

    <0.01% of the 13F portfolio, value $3,279,604.

    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 282,618 shares
    Change vs previous 13F +12,891 shares

    <0.01% of the 13F portfolio, value $3,196,463.

    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 269,727 shares
    Change vs previous 13F -30,748 shares

    <0.01% of the 13F portfolio, value $2,978,840.

    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 300,475 shares
    Change vs previous 13F +21,804 shares

    0.01% of the 13F portfolio, value $3,302,312.

    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 278,671 shares
    Change vs previous 13F +7,715 shares

    0.01% of the 13F portfolio, value $2,814,656.

    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 270,956 shares
    Change vs previous 13F -21,138 shares

    0.01% of the 13F portfolio, value $3,289,549.

    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 292,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,484,690.

    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).