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OSAIC HOLDINGS, INC.: IJR position timeline

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

OSAIC HOLDINGS, INC. held 1,701,962 IJR 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 1,701,962 shares
    Change vs previous 13F +115,064 shares

    0.3% of the 13F portfolio, value $252,532,583.

    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 1,586,898 shares
    Change vs previous 13F +35,859 shares

    0.29% of the 13F portfolio, value $197,329,895.

    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 1,551,039 shares
    Change vs previous 13F -78,685 shares

    0.27% of the 13F portfolio, value $186,486,907.

    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 1,629,724 shares
    Change vs previous 13F +249,664 shares

    0.27% of the 13F portfolio, value $193,200,174.

    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 1,380,060 shares
    Change vs previous 13F +205,837 shares

    0.27% of the 13F portfolio, value $150,264,009.

    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 1,174,223 shares
    Change vs previous 13F -94,576 shares

    0.27% of the 13F portfolio, value $122,858,231.

    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 1,268,799 shares
    Change vs previous 13F +103,417 shares

    0.32% of the 13F portfolio, value $141,846,705.

    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 1,165,382 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $136,351,662.

    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).