Skip to content
Disclosery

OSAIC HOLDINGS, INC.: XYLD position timeline

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

OSAIC HOLDINGS, INC. held 1,032,694 XYLD 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 1,032,694 shares
    Change vs previous 13F +196,173 shares

    0.05% of the 13F portfolio, value $42,124,554.

    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 836,521 shares
    Change vs previous 13F -101,673 shares

    0.05% of the 13F portfolio, value $32,733,414.

    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 938,194 shares
    Change vs previous 13F -74,090 shares

    0.06% of the 13F portfolio, value $38,119,732.

    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 1,012,284 shares
    Change vs previous 13F +280,018 shares

    0.06% of the 13F portfolio, value $39,518,035.

    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 732,266 shares
    Change vs previous 13F +132,573 shares

    0.05% of the 13F portfolio, value $28,515,454.

    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 599,693 shares
    Change vs previous 13F +223,651 shares

    0.05% of the 13F portfolio, value $23,682,823.

    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 376,042 shares
    Change vs previous 13F +15,557 shares

    0.04% of the 13F portfolio, value $15,756,852.

    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 360,485 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,960,888.

    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).