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OSAIC HOLDINGS, INC.: JULU position timeline

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

OSAIC HOLDINGS, INC. held 52,303 JULU 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 52,303 shares
    Change vs previous 13F -4,008 shares

    <0.01% of the 13F portfolio, value $1,678,282.

    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 56,311 shares
    Change vs previous 13F -1,222 shares

    <0.01% of the 13F portfolio, value $1,607,678.

    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 57,533 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $1,709,304.

    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 60,533 shares
    Change vs previous 13F -650 shares

    <0.01% of the 13F portfolio, value $1,769,260.

    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 61,183 shares
    Change vs previous 13F -17,700 shares

    <0.01% of the 13F portfolio, value $1,684,828.

    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 78,883 shares
    Change vs previous 13F +76,825 shares

    <0.01% of the 13F portfolio, value $2,012,304.

    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 2,058 shares
    Change vs previous 13F +1,858 shares

    <0.01% of the 13F portfolio, value $54,495.

    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 200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,227.

    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).