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OSAIC HOLDINGS, INC.: JHPI position timeline

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

OSAIC HOLDINGS, INC. held 262,570 JHPI 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 262,570 shares
    Change vs previous 13F +36,980 shares

    0.01% of the 13F portfolio, value $5,960,897.

    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 225,590 shares
    Change vs previous 13F +71,906 shares

    0.01% of the 13F portfolio, value $5,094,222.

    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 153,684 shares
    Change vs previous 13F +40,552 shares

    0.01% of the 13F portfolio, value $3,510,196.

    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 113,132 shares
    Change vs previous 13F +53,372 shares

    <0.01% of the 13F portfolio, value $2,618,272.

    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 59,760 shares
    Change vs previous 13F +31,264 shares

    <0.01% of the 13F portfolio, value $1,347,474.

    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 28,496 shares
    Change vs previous 13F +10,818 shares

    <0.01% of the 13F portfolio, value $638,895.

    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 17,678 shares
    Change vs previous 13F -293 shares

    <0.01% of the 13F portfolio, value $398,478.

    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 17,971 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $417,917.

    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).