Skip to content
Disclosery

OSAIC HOLDINGS, INC.: XLI position timeline

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

OSAIC HOLDINGS, INC. held 748,610 XLI 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 748,610 shares
    Change vs previous 13F +27,085 shares

    0.16% of the 13F portfolio, value $138,732,896.

    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 721,525 shares
    Change vs previous 13F +7,126 shares

    0.17% of the 13F portfolio, value $116,735,800.

    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 714,399 shares
    Change vs previous 13F -55,573 shares

    0.16% of the 13F portfolio, value $110,864,553.

    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 769,972 shares
    Change vs previous 13F +333,197 shares

    0.17% of the 13F portfolio, value $118,154,766.

    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 436,775 shares
    Change vs previous 13F -2,822 shares

    0.11% of the 13F portfolio, value $64,391,140.

    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 439,597 shares
    Change vs previous 13F +82,191 shares

    0.13% of the 13F portfolio, value $57,653,689.

    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 357,406 shares
    Change vs previous 13F -28,942 shares

    0.11% of the 13F portfolio, value $47,117,755.

    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 386,348 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $52,349,539.

    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).