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OSAIC HOLDINGS, INC.: XMLV position timeline

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

OSAIC HOLDINGS, INC. held 62,449 XMLV 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 62,449 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $4,143,749.

    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 62,636 shares
    Change vs previous 13F -2,419 shares

    0.01% of the 13F portfolio, value $3,945,583.

    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 65,055 shares
    Change vs previous 13F -10,560 shares

    0.01% of the 13F portfolio, value $4,059,072.

    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 75,615 shares
    Change vs previous 13F -476 shares

    0.01% of the 13F portfolio, value $4,827,556.

    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 76,091 shares
    Change vs previous 13F -13,185 shares

    0.01% of the 13F portfolio, value $4,695,255.

    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 89,276 shares
    Change vs previous 13F +10,935 shares

    0.01% of the 13F portfolio, value $5,511,918.

    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 78,341 shares
    Change vs previous 13F -5,551 shares

    0.01% of the 13F portfolio, value $4,766,439.

    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 83,892 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,122,698.

    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).