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OSAIC HOLDINGS, INC.: XMHQ position timeline

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

OSAIC HOLDINGS, INC. held 431,036 XMHQ 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 431,036 shares
    Change vs previous 13F +59,162 shares

    0.06% of the 13F portfolio, value $48,689,811.

    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 371,874 shares
    Change vs previous 13F -54,649 shares

    0.06% of the 13F portfolio, value $38,467,284.

    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 426,523 shares
    Change vs previous 13F -82,857 shares

    0.06% of the 13F portfolio, value $43,716,095.

    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 509,380 shares
    Change vs previous 13F +18,766 shares

    0.07% of the 13F portfolio, value $53,373,406.

    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 490,614 shares
    Change vs previous 13F -103,242 shares

    0.09% of the 13F portfolio, value $48,229,732.

    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 593,856 shares
    Change vs previous 13F -246,923 shares

    0.12% of the 13F portfolio, value $54,387,837.

    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 840,779 shares
    Change vs previous 13F +215,652 shares

    0.19% of the 13F portfolio, value $82,815,992.

    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 625,127 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $64,142,095.

    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).