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OSAIC HOLDINGS, INC.: XSOE position timeline

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

OSAIC HOLDINGS, INC. held 313,863 XSOE 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 313,863 shares
    Change vs previous 13F -112,932 shares

    0.02% of the 13F portfolio, value $15,444,787.

    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 426,795 shares
    Change vs previous 13F -96,038 shares

    0.03% of the 13F portfolio, value $17,121,511.

    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 522,833 shares
    Change vs previous 13F -309,345 shares

    0.03% of the 13F portfolio, value $20,407,508.

    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 832,178 shares
    Change vs previous 13F +8,743 shares

    0.04% of the 13F portfolio, value $29,643,559.

    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 823,435 shares
    Change vs previous 13F +480,604 shares

    0.05% of the 13F portfolio, value $28,401,500.

    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 342,831 shares
    Change vs previous 13F +53,144 shares

    0.02% of the 13F portfolio, value $10,592,406.

    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 289,687 shares
    Change vs previous 13F -581,257 shares

    0.02% of the 13F portfolio, value $8,839,052.

    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 870,944 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $28,790,151.

    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).