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Disclosery

OSAIC HOLDINGS, INC.: IJT position timeline

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

OSAIC HOLDINGS, INC. held 308,932 IJT 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 308,932 shares
    Change vs previous 13F +57,477 shares

    0.06% of the 13F portfolio, value $55,199,482.

    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 251,455 shares
    Change vs previous 13F +92,849 shares

    0.05% of the 13F portfolio, value $36,402,393.

    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 158,606 shares
    Change vs previous 13F -8,899 shares

    0.03% of the 13F portfolio, value $22,406,265.

    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 167,505 shares
    Change vs previous 13F +3,106 shares

    0.03% of the 13F portfolio, value $23,676,431.

    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 164,399 shares
    Change vs previous 13F +6,006 shares

    0.04% of the 13F portfolio, value $21,878,465.

    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 158,393 shares
    Change vs previous 13F +25,601 shares

    0.04% of the 13F portfolio, value $19,732,676.

    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 132,792 shares
    Change vs previous 13F +31,513 shares

    0.04% of the 13F portfolio, value $17,985,837.

    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 101,279 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,137,082.

    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).