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Disclosery

OSAIC HOLDINGS, INC.: XP position timeline

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

OSAIC HOLDINGS, INC. held 16,062 XP 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 16,062 shares
    Change vs previous 13F -1,851 shares

    <0.01% of the 13F portfolio, value $261,163.

    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 17,913 shares
    Change vs previous 13F +13,437 shares

    <0.01% of the 13F portfolio, value $341,059.

    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 4,476 shares
    Change vs previous 13F -81,749 shares

    <0.01% of the 13F portfolio, value $73,277.

    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 86,225 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $1,566,707.

    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 86,669 shares
    Change vs previous 13F -2,891 shares

    <0.01% of the 13F portfolio, value $1,750,424.

    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 89,560 shares
    Change vs previous 13F +7,582 shares

    <0.01% of the 13F portfolio, value $1,231,341.

    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 81,978 shares
    Change vs previous 13F -29,530 shares

    <0.01% of the 13F portfolio, value $971,297.

    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 111,508 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,000,314.

    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).