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OSAIC HOLDINGS, INC.: JAAA position timeline

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

OSAIC HOLDINGS, INC. held 2,678,235 JAAA 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 2,678,235 shares
    Change vs previous 13F +199,294 shares

    0.16% of the 13F portfolio, value $135,253,822.

    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 2,478,941 shares
    Change vs previous 13F +38,391 shares

    0.18% of the 13F portfolio, value $124,870,772.

    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 2,440,550 shares
    Change vs previous 13F -481,401 shares

    0.18% of the 13F portfolio, value $123,450,977.

    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 2,921,951 shares
    Change vs previous 13F +105,684 shares

    0.21% of the 13F portfolio, value $148,485,062.

    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 2,816,267 shares
    Change vs previous 13F +135,895 shares

    0.25% of the 13F portfolio, value $142,930,260.

    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 2,680,372 shares
    Change vs previous 13F +715,322 shares

    0.3% of the 13F portfolio, value $135,924,908.

    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 1,965,050 shares
    Change vs previous 13F +394,108 shares

    0.22% of the 13F portfolio, value $99,649,233.

    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 1,570,942 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $79,931,154.

    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).