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OSAIC HOLDINGS, INC.: XLC position timeline

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

OSAIC HOLDINGS, INC. held 1,354,417 XLC 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 1,354,417 shares
    Change vs previous 13F -4,662 shares

    0.17% of the 13F portfolio, value $145,108,688.

    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 1,359,079 shares
    Change vs previous 13F +90,763 shares

    0.22% of the 13F portfolio, value $150,673,133.

    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 1,268,316 shares
    Change vs previous 13F -373,955 shares

    0.22% of the 13F portfolio, value $149,316,505.

    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 1,642,271 shares
    Change vs previous 13F +1,041,975 shares

    0.27% of the 13F portfolio, value $191,609,672.

    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 600,296 shares
    Change vs previous 13F +90,442 shares

    0.11% of the 13F portfolio, value $64,512,634.

    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 509,854 shares
    Change vs previous 13F -19,478 shares

    0.11% of the 13F portfolio, value $49,183,838.

    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 529,332 shares
    Change vs previous 13F +306,536 shares

    0.12% of the 13F portfolio, value $51,251,884.

    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 222,796 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,148,055.

    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).