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OSAIC HOLDINGS, INC.: JOET position timeline

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

OSAIC HOLDINGS, INC. held 55,443 JOET 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 55,443 shares
    Change vs previous 13F +347 shares

    <0.01% of the 13F portfolio, value $2,566,213.

    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 55,096 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $2,205,486.

    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 55,289 shares
    Change vs previous 13F -40,511 shares

    <0.01% of the 13F portfolio, value $2,322,162.

    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 95,800 shares
    Change vs previous 13F -10,257 shares

    0.01% of the 13F portfolio, value $4,071,003.

    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 106,057 shares
    Change vs previous 13F +46,744 shares

    0.01% of the 13F portfolio, value $4,337,634.

    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 59,313 shares
    Change vs previous 13F -24,457 shares

    <0.01% of the 13F portfolio, value $2,168,949.

    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 83,770 shares
    Change vs previous 13F +7,842 shares

    0.01% of the 13F portfolio, value $3,164,678.

    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 75,928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,792,465.

    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).