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OSAIC HOLDINGS, INC.: XSD position timeline

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

OSAIC HOLDINGS, INC. held 37,649 XSD 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 37,649 shares
    Change vs previous 13F +2,841 shares

    0.03% of the 13F portfolio, value $23,491,773.

    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 34,808 shares
    Change vs previous 13F +2,382 shares

    0.02% of the 13F portfolio, value $11,355,886.

    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 32,426 shares
    Change vs previous 13F -1,189 shares

    0.02% of the 13F portfolio, value $10,433,688.

    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 33,615 shares
    Change vs previous 13F -185 shares

    0.01% of the 13F portfolio, value $9,980,021.

    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 33,800 shares
    Change vs previous 13F +1,188 shares

    0.02% of the 13F portfolio, value $8,678,109.

    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 32,612 shares
    Change vs previous 13F +2,819 shares

    0.01% of the 13F portfolio, value $6,552,443.

    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 29,793 shares
    Change vs previous 13F -1,646 shares

    0.02% of the 13F portfolio, value $7,408,565.

    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 31,439 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,558,373.

    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).