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OSAIC HOLDINGS, INC.: JHML position timeline

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

OSAIC HOLDINGS, INC. held 26,828 JHML 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 26,828 shares
    Change vs previous 13F +2,785 shares

    <0.01% of the 13F portfolio, value $2,393,009.

    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 24,043 shares
    Change vs previous 13F -1,235 shares

    <0.01% of the 13F portfolio, value $1,882,221.

    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 25,278 shares
    Change vs previous 13F -5,775 shares

    <0.01% of the 13F portfolio, value $2,018,925.

    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 31,053 shares
    Change vs previous 13F +5,645 shares

    <0.01% of the 13F portfolio, value $2,406,661.

    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 25,408 shares
    Change vs previous 13F +6,285 shares

    <0.01% of the 13F portfolio, value $1,864,096.

    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 19,123 shares
    Change vs previous 13F -2,283 shares

    <0.01% of the 13F portfolio, value $1,289,463.

    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 21,406 shares
    Change vs previous 13F -8,698 shares

    <0.01% of the 13F portfolio, value $1,491,126.

    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 30,104 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,090,711.

    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).