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OSAIC HOLDINGS, INC.: JMBS position timeline

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

OSAIC HOLDINGS, INC. held 3,363,367 JMBS 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 3,363,367 shares
    Change vs previous 13F +243,085 shares

    0.18% of the 13F portfolio, value $151,344,240.

    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 3,120,282 shares
    Change vs previous 13F +37,276 shares

    0.21% of the 13F portfolio, value $140,974,419.

    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 3,083,006 shares
    Change vs previous 13F +62,475 shares

    0.21% of the 13F portfolio, value $140,862,539.

    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 3,020,531 shares
    Change vs previous 13F +2,778,680 shares

    0.19% of the 13F portfolio, value $137,856,921.

    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 241,851 shares
    Change vs previous 13F +38,435 shares

    0.02% of the 13F portfolio, value $10,895,685.

    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 203,416 shares
    Change vs previous 13F +44,633 shares

    0.02% of the 13F portfolio, value $9,194,834.

    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 158,783 shares
    Change vs previous 13F +32,557 shares

    0.02% of the 13F portfolio, value $7,015,321.

    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 126,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,888,913.

    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).