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OSAIC HOLDINGS, INC.: JULT position timeline

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

OSAIC HOLDINGS, INC. held 90,346 JULT 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 90,346 shares
    Change vs previous 13F -3,351 shares

    0.01% of the 13F portfolio, value $4,316,700.

    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 93,697 shares
    Change vs previous 13F -12,931 shares

    0.01% of the 13F portfolio, value $4,118,906.

    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 106,628 shares
    Change vs previous 13F -39,805 shares

    0.01% of the 13F portfolio, value $4,785,424.

    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 146,433 shares
    Change vs previous 13F +15,386 shares

    0.01% of the 13F portfolio, value $6,303,228.

    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 131,047 shares
    Change vs previous 13F -14,349 shares

    0.01% of the 13F portfolio, value $5,471,179.

    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 145,396 shares
    Change vs previous 13F -45,961 shares

    0.01% of the 13F portfolio, value $5,561,361.

    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 191,357 shares
    Change vs previous 13F -59,013 shares

    0.02% of the 13F portfolio, value $7,550,858.

    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 250,370 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,686,714.

    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).