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OSAIC HOLDINGS, INC.: XSSPX position timeline

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

OSAIC HOLDINGS, INC. held 600,563 XSSPX 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 600,563 shares
    Change vs previous 13F +9,800 shares

    0.01% of the 13F portfolio, value $11,194,661.

    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 590,763 shares
    Change vs previous 13F +440,264 shares

    0.01% of the 13F portfolio, value $9,493,599.

    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 150,499 shares
    Change vs previous 13F +29,582 shares

    <0.01% of the 13F portfolio, value $2,715,057.

    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 120,917 shares
    Change vs previous 13F +14,788 shares

    <0.01% of the 13F portfolio, value $2,114,173.

    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 106,129 shares
    Change vs previous 13F +54,714 shares

    <0.01% of the 13F portfolio, value $1,882,755.

    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 51,415 shares
    Change vs previous 13F +9,817 shares

    <0.01% of the 13F portfolio, value $868,915.

    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 41,598 shares
    Change vs previous 13F -425 shares

    <0.01% of the 13F portfolio, value $738,357.

    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 42,023 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $705,138.

    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).