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OSAIC HOLDINGS, INC.: RWJ position timeline

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

OSAIC HOLDINGS, INC. held 608,257 RWJ 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 608,257 shares
    Change vs previous 13F +51,030 shares

    0.04% of the 13F portfolio, value $36,199,640.

    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 557,227 shares
    Change vs previous 13F -2,025 shares

    0.04% of the 13F portfolio, value $28,134,008.

    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 559,252 shares
    Change vs previous 13F -19,999 shares

    0.04% of the 13F portfolio, value $27,254,737.

    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 579,251 shares
    Change vs previous 13F +26,007 shares

    0.04% of the 13F portfolio, value $27,807,741.

    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 553,244 shares
    Change vs previous 13F -37,333 shares

    0.04% of the 13F portfolio, value $23,960,657.

    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 590,577 shares
    Change vs previous 13F +55,555 shares

    0.05% of the 13F portfolio, value $24,046,918.

    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 535,022 shares
    Change vs previous 13F -71,496 shares

    0.05% of the 13F portfolio, value $24,491,411.

    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 606,518 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $27,727,512.

    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).