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OSAIC HOLDINGS, INC.: XT position timeline

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

OSAIC HOLDINGS, INC. held 57,054 XT 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 57,054 shares
    Change vs previous 13F +1,546 shares

    0.01% of the 13F portfolio, value $4,715,155.

    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 55,508 shares
    Change vs previous 13F -1,287 shares

    0.01% of the 13F portfolio, value $3,783,263.

    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 56,795 shares
    Change vs previous 13F +7,279 shares

    0.01% of the 13F portfolio, value $3,961,557.

    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 49,516 shares
    Change vs previous 13F +6,192 shares

    <0.01% of the 13F portfolio, value $3,503,325.

    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 43,324 shares
    Change vs previous 13F -2,689 shares

    0.01% of the 13F portfolio, value $2,827,647.

    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 46,013 shares
    Change vs previous 13F +3,678 shares

    0.01% of the 13F portfolio, value $2,649,026.

    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 42,335 shares
    Change vs previous 13F -166 shares

    0.01% of the 13F portfolio, value $2,526,217.

    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 42,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,588,125.

    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).