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OSAIC HOLDINGS, INC.: XMMO position timeline

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

OSAIC HOLDINGS, INC. held 892,567 XMMO 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 892,567 shares
    Change vs previous 13F +147,464 shares

    0.18% of the 13F portfolio, value $151,939,180.

    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 745,103 shares
    Change vs previous 13F +151,439 shares

    0.16% of the 13F portfolio, value $108,106,829.

    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 593,664 shares
    Change vs previous 13F +48,534 shares

    0.12% of the 13F portfolio, value $82,248,240.

    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 545,130 shares
    Change vs previous 13F +91,433 shares

    0.1% of the 13F portfolio, value $72,439,735.

    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 453,697 shares
    Change vs previous 13F +77,285 shares

    0.1% of the 13F portfolio, value $58,397,181.

    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 376,412 shares
    Change vs previous 13F -74,957 shares

    0.1% of the 13F portfolio, value $42,848,442.

    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 451,369 shares
    Change vs previous 13F +278,029 shares

    0.12% of the 13F portfolio, value $53,179,797.

    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 173,340 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,869,403.

    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).