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OSAIC HOLDINGS, INC.: XHB position timeline

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

OSAIC HOLDINGS, INC. held 48,970 XHB 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 48,970 shares
    Change vs previous 13F +7,403 shares

    0.01% of the 13F portfolio, value $5,660,574.

    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 41,567 shares
    Change vs previous 13F +1,745 shares

    0.01% of the 13F portfolio, value $4,105,249.

    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 39,822 shares
    Change vs previous 13F -4,791 shares

    0.01% of the 13F portfolio, value $4,102,837.

    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 44,613 shares
    Change vs previous 13F +15,414 shares

    0.01% of the 13F portfolio, value $5,008,944.

    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 29,199 shares
    Change vs previous 13F -7,187 shares

    0.01% of the 13F portfolio, value $2,879,357.

    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 36,386 shares
    Change vs previous 13F +6,234 shares

    0.01% of the 13F portfolio, value $3,528,787.

    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 30,152 shares
    Change vs previous 13F -1,430 shares

    0.01% of the 13F portfolio, value $3,152,555.

    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 31,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,935,091.

    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).