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OSAIC HOLDINGS, INC.: XEL position timeline

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

OSAIC HOLDINGS, INC. held 165,840 XEL 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 165,840 shares
    Change vs previous 13F +2,062 shares

    0.02% of the 13F portfolio, value $13,320,493.

    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 163,778 shares
    Change vs previous 13F +3,226 shares

    0.02% of the 13F portfolio, value $13,013,759.

    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 160,552 shares
    Change vs previous 13F -31,345 shares

    0.02% of the 13F portfolio, value $11,861,638.

    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 191,897 shares
    Change vs previous 13F +30,635 shares

    0.02% of the 13F portfolio, value $14,640,414.

    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 161,262 shares
    Change vs previous 13F +17,477 shares

    0.02% of the 13F portfolio, value $11,078,697.

    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 143,785 shares
    Change vs previous 13F -4,554 shares

    0.02% of the 13F portfolio, value $10,181,616.

    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 148,339 shares
    Change vs previous 13F +7,209 shares

    0.02% of the 13F portfolio, value $9,912,137.

    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 141,130 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,218,369.

    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).