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OSAIC HOLDINGS, INC.: JEF position timeline

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

OSAIC HOLDINGS, INC. held 32,988 JEF 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 32,988 shares
    Change vs previous 13F +5,714 shares

    <0.01% of the 13F portfolio, value $1,649,044.

    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 27,274 shares
    Change vs previous 13F -22,125 shares

    <0.01% of the 13F portfolio, value $1,125,680.

    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 49,399 shares
    Change vs previous 13F -4,799 shares

    <0.01% of the 13F portfolio, value $3,061,566.

    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 54,198 shares
    Change vs previous 13F +10,909 shares

    0.01% of the 13F portfolio, value $3,578,268.

    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 43,289 shares
    Change vs previous 13F -3,724 shares

    <0.01% of the 13F portfolio, value $2,366,684.

    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 47,013 shares
    Change vs previous 13F -14,636 shares

    0.01% of the 13F portfolio, value $2,518,757.

    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 61,649 shares
    Change vs previous 13F +6,805 shares

    0.01% of the 13F portfolio, value $4,728,919.

    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 54,844 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,375,914.

    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).