|
Q2 2026
|
|
|
Reported by Osaic Holdings, Inc.
|
13F-NT |
8/14/2026 |
000195175726001271 |
|
Q1 2026
|
|
|
Reported by Osaic Holdings, Inc.
|
13F-NT |
5/15/2026 |
000195175726000881 |
|
Q4 2025
|
|
|
Reported by Osaic Holdings, Inc.
|
13F-NT |
2/17/2026 |
000195175726000473 |
|
Q3 2025
|
|
|
Reported by Osaic Holdings, Inc.
|
13F-NT/A |
11/18/2025 |
000195175725001445 |
|
Q3 2025 ↗
|
|
|
Reported by Osaic Wealth, Inc.
|
13F-NT |
11/13/2025 |
000195175725001426 |
|
Q2 2025
|
1,179 |
10,320,384 |
VTI, AAPL, MSFT, NVDA
|
13F-HR
|
8/13/2025 |
000195175725001083 |
|
Q1 2025
|
1,064 |
8,341,187 |
AAPL, XLK, MSFT, XLF
|
13F-HR
|
5/14/2025 |
000195175725000560 |
|
Q4 2024
|
871 |
7,275,415 |
XLK, AAPL, XLF, MSFT
|
13F-HR
|
2/11/2025 |
000195175725000240 |
|
Q3 2024
|
837 |
7,501,815 |
XLK, AAPL, JMBS, MSFT
|
13F-HR
|
11/12/2024 |
000195175724001198 |
|
Q2 2024
|
709 |
6,290,346 |
GS, XLK, JMBS, XLF
|
13F-HR
|
8/13/2024 |
000195175724000758 |
|
Q1 2024
|
577 |
5,790,255 |
GS, XLK, JMBS, XLF
|
13F-HR
|
4/18/2024 |
000195175724000314 |
|
Q4 2023
|
606 |
5,445,106 |
GS, XLK, JMBS, AAPL
|
13F-HR
|
2/9/2024 |
000195175724000232 |
|
Q3 2023
|
599 |
4,840,009 |
GS, XLK, JMBS, TLH
|
13F-HR
|
10/30/2023 |
000195175723000628 |
|
Q2 2023
|
553 |
4,313,552 |
XLK, JMBS, TLH, SPTI
|
13F-HR
|
7/13/2023 |
000195175723000347 |
|
Q1 2023
|
553 |
4,147,706 |
XLK, JMBS, TLH, SPTI
|
13F-HR
|
4/14/2023 |
000195175723000164 |
|
Q4 2022
|
555 |
3,888,804 |
XLK, SPTI, TLH, XLV
|
13F-HR
|
2/2/2023 |
000190497623000001 |
|
Q3 2022
|
545 |
3,708,092 |
XLK, IEF, XLV, JMBS
|
13F-HR
|
11/8/2022 |
000190497622000004 |
|
Q2 2022
|
551 |
3,914,746 |
XLK, IEF, XLV, JMBS
|
13F-HR
|
8/11/2022 |
000190497622000003 |
|
Q1 2022
|
592 |
4,575,822 |
XLK, IEF, XLE, JMBS
|
13F-HR
|
5/16/2022 |
000190497622000002 |
|
Q4 2021
|
605 |
5,024,536 |
XLK, XLY, JMBS, XLF
|
13F-HR
|
2/3/2022 |
000190497622000001 |