Osborn Williams & Donohoe LLC: JPM position timeline

Osborn Williams & Donohoe LLC held 101,369 JPM shares at 2020-03-31 per its 13F-HR/A filed 2020-05-06.

the latest 13F is the newest step

1. period ended2020-03-31

   13F/A 101,369 shares

   Change vs previous 13F +3,113 shares

   1.2% of the 13F portfolio, value $9,126,000.

   13F-HR/A 0001583000-20-000003 filed by Osborn Williams & Donohoe LLC
   Filed 2020-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2019-12-31

   13F 98,256 shares

   Change vs previous 13F -3,255 shares

   1.37% of the 13F portfolio, value $13,697,000.

   13F-HR 0001583000-20-000001 filed by Osborn Williams & Donohoe LLC
   Filed 2020-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2019-09-30

   13F 101,511 shares

   Change vs previous 13F +7,161 shares

   1.2% of the 13F portfolio, value $11,947,000.

   13F-HR 0001583000-19-000004 filed by Osborn Williams & Donohoe LLC
   Filed 2019-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2019-06-30

   13F 94,350 shares

   Change vs previous 13F -1,308 shares

   1.09% of the 13F portfolio, value $10,548,000.

   13F-HR 0001583000-19-000003 filed by Osborn Williams & Donohoe LLC
   Filed 2019-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2019-03-31

   13F 95,658 shares

   Change vs previous 13F +15,210 shares

   1.04% of the 13F portfolio, value $10,162,000.

   13F-HR 0001583000-19-000002 filed by Osborn Williams & Donohoe LLC
   Filed 2019-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2018-12-31

   13F 80,448 shares

   Change vs previous 13F +2,608 shares

   1.39% of the 13F portfolio, value $7,853,000.

   13F-HR 0001583000-19-000001 filed by Osborn Williams & Donohoe LLC
   Filed 2019-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 19:02:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2018-09-30

   13F 77,840 shares

   Change vs previous 13F -351 shares

   1.37% of the 13F portfolio, value $8,783,000.

   13F-HR 0001583000-18-000005 filed by Osborn Williams & Donohoe LLC
   Filed 2018-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 19:03:47 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2018-06-30

   13F 78,191 shares

   Change vs previous 13F not available

   1.38% of the 13F portfolio, value $8,147,000.

   13F-HR 0001583000-18-000004 filed by Osborn Williams & Donohoe LLC
   Filed 2018-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:04:44 UTC

   Acceptance time not in the bulk data set (spec §4.2).