Skip to content
Disclosery

OSAIC HOLDINGS, INC.: XSMO position timeline

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

OSAIC HOLDINGS, INC. held 2,064,849 XSMO 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 2,064,849 shares
    Change vs previous 13F +184,078 shares

    0.23% of the 13F portfolio, value $193,367,156.

    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 1,880,771 shares
    Change vs previous 13F +150,090 shares

    0.21% of the 13F portfolio, value $142,875,908.

    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 1,730,681 shares
    Change vs previous 13F +33,235 shares

    0.18% of the 13F portfolio, value $124,644,374.

    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 1,697,446 shares
    Change vs previous 13F -53,136 shares

    0.17% of the 13F portfolio, value $124,444,780.

    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 1,750,582 shares
    Change vs previous 13F +135,949 shares

    0.21% of the 13F portfolio, value $119,081,776.

    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 1,614,633 shares
    Change vs previous 13F +368,584 shares

    0.23% of the 13F portfolio, value $101,321,388.

    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 1,246,049 shares
    Change vs previous 13F +49,171 shares

    0.19% of the 13F portfolio, value $83,506,720.

    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 1,196,878 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $80,350,809.

    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).