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OSAIC HOLDINGS, INC.: IJUL position timeline

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

OSAIC HOLDINGS, INC. held 214,203 IJUL 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 214,203 shares
    Change vs previous 13F +19,974 shares

    0.01% of the 13F portfolio, value $7,704,817.

    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 194,229 shares
    Change vs previous 13F -37,117 shares

    0.01% of the 13F portfolio, value $6,555,206.

    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 231,346 shares
    Change vs previous 13F -22,222 shares

    0.01% of the 13F portfolio, value $7,752,155.

    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 253,568 shares
    Change vs previous 13F +22,468 shares

    0.01% of the 13F portfolio, value $8,249,738.

    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 231,100 shares
    Change vs previous 13F +55,765 shares

    0.01% of the 13F portfolio, value $7,381,189.

    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 175,335 shares
    Change vs previous 13F -54,366 shares

    0.01% of the 13F portfolio, value $5,105,676.

    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 229,701 shares
    Change vs previous 13F -49,349 shares

    0.01% of the 13F portfolio, value $6,362,145.

    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 279,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,206,319.

    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).