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OSAIC HOLDINGS, INC.: XMVM position timeline

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

OSAIC HOLDINGS, INC. held 67,662 XMVM 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 67,662 shares
    Change vs previous 13F +4,484 shares

    0.01% of the 13F portfolio, value $4,801,659.

    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 63,178 shares
    Change vs previous 13F -13,114 shares

    0.01% of the 13F portfolio, value $4,116,382.

    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 76,292 shares
    Change vs previous 13F +38,776 shares

    0.01% of the 13F portfolio, value $4,896,935.

    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 37,516 shares
    Change vs previous 13F +3,194 shares

    <0.01% of the 13F portfolio, value $2,302,846.

    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 34,322 shares
    Change vs previous 13F +14,035 shares

    <0.01% of the 13F portfolio, value $1,910,415.

    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 20,287 shares
    Change vs previous 13F -15,517 shares

    <0.01% of the 13F portfolio, value $1,070,271.

    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 35,804 shares
    Change vs previous 13F -87,802 shares

    <0.01% of the 13F portfolio, value $1,984,253.

    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 123,606 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,851,342.

    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).