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OSAIC HOLDINGS, INC.: XJUL position timeline

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

OSAIC HOLDINGS, INC. held 122,929 XJUL 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 122,929 shares
    Change vs previous 13F +1,434 shares

    0.01% of the 13F portfolio, value $5,005,533.

    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 121,495 shares
    Change vs previous 13F -2,491 shares

    0.01% of the 13F portfolio, value $4,724,784.

    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 123,986 shares
    Change vs previous 13F +537 shares

    0.01% of the 13F portfolio, value $4,846,442.

    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 123,449 shares
    Change vs previous 13F -13,204 shares

    0.01% of the 13F portfolio, value $4,677,528.

    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 136,653 shares
    Change vs previous 13F -9,480 shares

    0.01% of the 13F portfolio, value $5,077,873.

    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 146,133 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $5,159,794.

    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 146,416 shares
    Change vs previous 13F -39,868 shares

    0.01% of the 13F portfolio, value $5,193,203.

    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 186,284 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,508,491.

    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).