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OSAIC HOLDINGS, INC.: XYZ position timeline

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

OSAIC HOLDINGS, INC. held 79,125 XYZ 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 79,125 shares
    Change vs previous 13F +3,627 shares

    0.01% of the 13F portfolio, value $6,013,555.

    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 75,498 shares
    Change vs previous 13F +5,733 shares

    0.01% of the 13F portfolio, value $4,543,274.

    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 69,765 shares
    Change vs previous 13F -13,943 shares

    0.01% of the 13F portfolio, value $4,540,764.

    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 83,708 shares
    Change vs previous 13F -16,758 shares

    0.01% of the 13F portfolio, value $6,514,437.

    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 100,466 shares
    Change vs previous 13F -4,605 shares

    0.01% of the 13F portfolio, value $6,773,333.

    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 105,071 shares
    Change vs previous 13F +27,200 shares

    0.01% of the 13F portfolio, value $5,708,238.

    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 77,871 shares
    Change vs previous 13F -36,480 shares

    0.01% of the 13F portfolio, value $6,026,745.

    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 114,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,676,283.

    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).