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OSAIC HOLDINGS, INC.: XLK position timeline

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

OSAIC HOLDINGS, INC. held 3,700,027 XLK 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 3,700,027 shares
    Change vs previous 13F -70,141 shares

    0.83% of the 13F portfolio, value $705,019,786.

    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 3,770,168 shares
    Change vs previous 13F +109,759 shares

    0.73% of the 13F portfolio, value $501,111,024.

    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 3,660,409 shares
    Change vs previous 13F +1,792,742 shares

    0.77% of the 13F portfolio, value $527,052,845.

    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 1,867,667 shares
    Change vs previous 13F +1,044,507 shares

    0.72% of the 13F portfolio, value $514,609,485.

    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 823,160 shares
    Change vs previous 13F +66,720 shares

    0.37% of the 13F portfolio, value $206,179,425.

    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 756,440 shares
    Change vs previous 13F +57,375 shares

    0.35% of the 13F portfolio, value $156,285,356.

    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 699,065 shares
    Change vs previous 13F -43,463 shares

    0.37% of the 13F portfolio, value $162,662,533.

    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 742,528 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $167,706,128.

    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).