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OSAIC HOLDINGS, INC.: XLF position timeline

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

OSAIC HOLDINGS, INC. held 3,961,786 XLF 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 3,961,786 shares
    Change vs previous 13F +120,948 shares

    0.25% of the 13F portfolio, value $212,412,857.

    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 3,840,838 shares
    Change vs previous 13F -1,217,589 shares

    0.28% of the 13F portfolio, value $189,638,287.

    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 5,058,427 shares
    Change vs previous 13F -323,225 shares

    0.4% of the 13F portfolio, value $277,072,227.

    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 5,381,652 shares
    Change vs previous 13F +2,939,126 shares

    0.41% of the 13F portfolio, value $290,233,644.

    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 2,442,526 shares
    Change vs previous 13F +480,461 shares

    0.23% of the 13F portfolio, value $127,569,600.

    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 1,962,065 shares
    Change vs previous 13F -28,113 shares

    0.22% of the 13F portfolio, value $97,745,742.

    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 1,990,178 shares
    Change vs previous 13F +348,448 shares

    0.22% of the 13F portfolio, value $96,193,855.

    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 1,641,730 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $74,408,495.

    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).