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OSAIC HOLDINGS, INC.: XPND position timeline

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

OSAIC HOLDINGS, INC. held 86,726 XPND 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 86,726 shares
    Change vs previous 13F +2,270 shares

    <0.01% of the 13F portfolio, value $3,628,759.

    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 84,456 shares
    Change vs previous 13F -5,540 shares

    <0.01% of the 13F portfolio, value $2,772,707.

    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 89,996 shares
    Change vs previous 13F -10,546 shares

    <0.01% of the 13F portfolio, value $3,249,896.

    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 100,542 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $3,450,712.

    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 100,095 shares
    Change vs previous 13F +1,463 shares

    0.01% of the 13F portfolio, value $3,371,337.

    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 98,632 shares
    Change vs previous 13F +2,362 shares

    0.01% of the 13F portfolio, value $2,785,450.

    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 96,270 shares
    Change vs previous 13F -124,955 shares

    0.01% of the 13F portfolio, value $2,927,659.

    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 221,225 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,357,934.

    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).