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OSAIC HOLDINGS, INC.: JHI position timeline

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

OSAIC HOLDINGS, INC. held 104,254 JHI 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 104,254 shares
    Change vs previous 13F +48,332 shares

    <0.01% of the 13F portfolio, value $1,388,695.

    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 55,922 shares
    Change vs previous 13F -33,014 shares

    <0.01% of the 13F portfolio, value $721,959.

    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 88,936 shares
    Change vs previous 13F +5,805 shares

    <0.01% of the 13F portfolio, value $1,215,781.

    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 83,131 shares
    Change vs previous 13F +951 shares

    <0.01% of the 13F portfolio, value $1,166,250.

    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 82,180 shares
    Change vs previous 13F +7,480 shares

    <0.01% of the 13F portfolio, value $1,137,434.

    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 74,700 shares
    Change vs previous 13F +50,084 shares

    <0.01% of the 13F portfolio, value $1,013,699.

    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 24,616 shares
    Change vs previous 13F +17,800 shares

    <0.01% of the 13F portfolio, value $336,745.

    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 6,816 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,831.

    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).