Skip to content
Disclosery

OSAIC HOLDINGS, INC.: XLB position timeline

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

OSAIC HOLDINGS, INC. held 1,128,272 XLB 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 1,128,272 shares
    Change vs previous 13F +50,881 shares

    0.07% of the 13F portfolio, value $57,352,390.

    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 1,077,391 shares
    Change vs previous 13F +846,328 shares

    0.08% of the 13F portfolio, value $53,839,557.

    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 231,063 shares
    Change vs previous 13F +106,343 shares

    0.02% of the 13F portfolio, value $10,482,196.

    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 124,720 shares
    Change vs previous 13F +7,752 shares

    0.02% of the 13F portfolio, value $11,334,898.

    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 116,968 shares
    Change vs previous 13F +2,174 shares

    0.02% of the 13F portfolio, value $10,277,701.

    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 114,794 shares
    Change vs previous 13F -7,164 shares

    0.02% of the 13F portfolio, value $9,874,399.

    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 121,958 shares
    Change vs previous 13F +7,153 shares

    0.02% of the 13F portfolio, value $10,264,832.

    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 114,805 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,068,323.

    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).