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OSAIC HOLDINGS, INC.: JHEM position timeline

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

OSAIC HOLDINGS, INC. held 44,207 JHEM 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 44,207 shares
    Change vs previous 13F +5,051 shares

    <0.01% of the 13F portfolio, value $1,779,016.

    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 39,156 shares
    Change vs previous 13F -1,901 shares

    <0.01% of the 13F portfolio, value $1,341,518.

    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 41,057 shares
    Change vs previous 13F -26,941 shares

    <0.01% of the 13F portfolio, value $1,350,802.

    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 67,998 shares
    Change vs previous 13F +2,081 shares

    <0.01% of the 13F portfolio, value $2,044,899.

    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 65,917 shares
    Change vs previous 13F +8,130 shares

    <0.01% of the 13F portfolio, value $1,924,068.

    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 57,787 shares
    Change vs previous 13F +1,296 shares

    <0.01% of the 13F portfolio, value $1,540,541.

    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 56,491 shares
    Change vs previous 13F +6,390 shares

    <0.01% of the 13F portfolio, value $1,460,238.

    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 50,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,432,849.

    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).