Skip to content
Disclosery

OSAIC HOLDINGS, INC.: JVAL position timeline

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

OSAIC HOLDINGS, INC. held 174,603 JVAL 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 174,603 shares
    Change vs previous 13F +40,022 shares

    0.01% of the 13F portfolio, value $10,238,942.

    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 134,581 shares
    Change vs previous 13F -9,719 shares

    0.01% of the 13F portfolio, value $6,575,855.

    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 144,300 shares
    Change vs previous 13F -29,943 shares

    0.01% of the 13F portfolio, value $7,082,573.

    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 174,243 shares
    Change vs previous 13F -14,448 shares

    0.01% of the 13F portfolio, value $8,116,125.

    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 188,691 shares
    Change vs previous 13F +34,296 shares

    0.01% of the 13F portfolio, value $8,346,209.

    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 154,395 shares
    Change vs previous 13F -91,969 shares

    0.01% of the 13F portfolio, value $6,395,513.

    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 246,364 shares
    Change vs previous 13F +8,607 shares

    0.02% of the 13F portfolio, value $10,643,251.

    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 237,757 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,359,315.

    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).