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OSAIC HOLDINGS, INC.: XTOC position timeline

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

OSAIC HOLDINGS, INC. held 27,098 XTOC 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 27,098 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $979,044.

    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 27,353 shares
    Change vs previous 13F -1,110 shares

    <0.01% of the 13F portfolio, value $885,687.

    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 28,463 shares
    Change vs previous 13F -901 shares

    <0.01% of the 13F portfolio, value $952,936.

    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 29,364 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $949,719.

    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 29,374 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $919,989.

    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 28,924 shares
    Change vs previous 13F -1,859 shares

    <0.01% of the 13F portfolio, value $825,195.

    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 30,783 shares
    Change vs previous 13F -4,015 shares

    <0.01% of the 13F portfolio, value $905,017.

    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 34,798 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000,089.

    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).