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OSAIC HOLDINGS, INC.: JHMM position timeline

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

OSAIC HOLDINGS, INC. held 418,494 JHMM 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 418,494 shares
    Change vs previous 13F +12,596 shares

    0.04% of the 13F portfolio, value $31,381,131.

    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 405,898 shares
    Change vs previous 13F +210,978 shares

    0.04% of the 13F portfolio, value $27,248,452.

    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 194,920 shares
    Change vs previous 13F -60,344 shares

    0.02% of the 13F portfolio, value $12,769,276.

    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 255,264 shares
    Change vs previous 13F +9,528 shares

    0.02% of the 13F portfolio, value $16,407,533.

    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 245,736 shares
    Change vs previous 13F -6,572 shares

    0.03% of the 13F portfolio, value $15,024,551.

    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 252,308 shares
    Change vs previous 13F +49,143 shares

    0.03% of the 13F portfolio, value $14,458,235.

    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 203,165 shares
    Change vs previous 13F -8,036 shares

    0.03% of the 13F portfolio, value $12,135,868.

    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 211,201 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,715,053.

    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).