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OSAIC HOLDINGS, INC.: XEVVX position timeline

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

OSAIC HOLDINGS, INC. held 409,060 XEVVX 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 409,060 shares
    Change vs previous 13F +36,221 shares

    <0.01% of the 13F portfolio, value $3,833,010.

    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 372,839 shares
    Change vs previous 13F +10,369 shares

    0.01% of the 13F portfolio, value $3,523,426.

    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 362,470 shares
    Change vs previous 13F -19,061 shares

    0.01% of the 13F portfolio, value $3,592,206.

    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 381,531 shares
    Change vs previous 13F +48,497 shares

    0.01% of the 13F portfolio, value $3,919,182.

    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 333,034 shares
    Change vs previous 13F +20,213 shares

    0.01% of the 13F portfolio, value $3,417,084.

    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 312,821 shares
    Change vs previous 13F +27,053 shares

    0.01% of the 13F portfolio, value $3,122,067.

    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 285,768 shares
    Change vs previous 13F +24,173 shares

    0.01% of the 13F portfolio, value $2,792,043.

    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 261,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,749,409.

    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).