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OSAIC HOLDINGS, INC.: JCPB position timeline

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

OSAIC HOLDINGS, INC. held 2,614,575 JCPB 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 2,614,575 shares
    Change vs previous 13F +395,568 shares

    0.14% of the 13F portfolio, value $122,735,580.

    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 2,219,007 shares
    Change vs previous 13F -32,049 shares

    0.15% of the 13F portfolio, value $104,474,423.

    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 2,251,056 shares
    Change vs previous 13F +310,736 shares

    0.16% of the 13F portfolio, value $106,594,743.

    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 1,940,320 shares
    Change vs previous 13F +224,462 shares

    0.13% of the 13F portfolio, value $91,926,224.

    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 1,715,858 shares
    Change vs previous 13F -49,954 shares

    0.14% of the 13F portfolio, value $80,754,390.

    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 1,765,812 shares
    Change vs previous 13F +671,584 shares

    0.19% of the 13F portfolio, value $83,069,824.

    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 1,094,228 shares
    Change vs previous 13F -35,116 shares

    0.11% of the 13F portfolio, value $50,415,499.

    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 1,129,344 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $54,480,482.

    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).