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OSAIC HOLDINGS, INC.: ZJUL position timeline

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

OSAIC HOLDINGS, INC. held 140,089 ZJUL 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 140,089 shares
    Change vs previous 13F -1,914 shares

    <0.01% of the 13F portfolio, value $4,198,442.

    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 142,003 shares
    Change vs previous 13F -7,976 shares

    0.01% of the 13F portfolio, value $4,127,983.

    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 149,979 shares
    Change vs previous 13F -3,714 shares

    0.01% of the 13F portfolio, value $4,358,808.

    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 153,693 shares
    Change vs previous 13F +86,197 shares

    0.01% of the 13F portfolio, value $4,409,696.

    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 67,496 shares
    Change vs previous 13F +8,105 shares

    <0.01% of the 13F portfolio, value $1,902,035.

    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 59,391 shares
    Change vs previous 13F +38,000 shares

    <0.01% of the 13F portfolio, value $1,589,899.

    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 21,391 shares
    Change vs previous 13F -6,445 shares

    <0.01% of the 13F portfolio, value $578,556.

    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 27,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $745,448.

    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).