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OSAIC HOLDINGS, INC.: XGDVX position timeline

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

OSAIC HOLDINGS, INC. held 67,372 XGDVX 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 67,372 shares
    Change vs previous 13F +12,567 shares

    <0.01% of the 13F portfolio, value $1,980,992.

    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 54,805 shares
    Change vs previous 13F +1,364 shares

    <0.01% of the 13F portfolio, value $1,475,964.

    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 53,441 shares
    Change vs previous 13F +5,962 shares

    <0.01% of the 13F portfolio, value $1,484,221.

    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 47,479 shares
    Change vs previous 13F +3,960 shares

    <0.01% of the 13F portfolio, value $1,282,205.

    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 43,519 shares
    Change vs previous 13F +6,150 shares

    <0.01% of the 13F portfolio, value $1,132,069.

    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 37,369 shares
    Change vs previous 13F +173 shares

    <0.01% of the 13F portfolio, value $901,781.

    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 37,196 shares
    Change vs previous 13F -2,136 shares

    <0.01% of the 13F portfolio, value $898,384.

    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 39,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $961,759.

    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).