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OSAIC HOLDINGS, INC.: XOCT position timeline

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

OSAIC HOLDINGS, INC. held 27,670 XOCT 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 27,670 shares
    Change vs previous 13F +3,099 shares

    <0.01% of the 13F portfolio, value $1,092,953.

    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 24,571 shares
    Change vs previous 13F -1,557 shares

    <0.01% of the 13F portfolio, value $915,736.

    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 26,128 shares
    Change vs previous 13F -387 shares

    <0.01% of the 13F portfolio, value $986,047.

    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 26,515 shares
    Change vs previous 13F -3,076 shares

    <0.01% of the 13F portfolio, value $970,175.

    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 29,591 shares
    Change vs previous 13F -907 shares

    <0.01% of the 13F portfolio, value $1,057,570.

    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 30,498 shares
    Change vs previous 13F -4,801 shares

    <0.01% of the 13F portfolio, value $1,032,030.

    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 35,299 shares
    Change vs previous 13F +2,600 shares

    <0.01% of the 13F portfolio, value $1,207,882.

    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 32,699 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,107,493.

    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).