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OSAIC HOLDINGS, INC.: JMEE position timeline

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

OSAIC HOLDINGS, INC. held 463,387 JMEE 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 463,387 shares
    Change vs previous 13F +47,309 shares

    0.04% of the 13F portfolio, value $36,165,100.

    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 416,078 shares
    Change vs previous 13F -10,594 shares

    0.04% of the 13F portfolio, value $27,787,942.

    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 426,672 shares
    Change vs previous 13F -54,406 shares

    0.04% of the 13F portfolio, value $27,476,238.

    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 481,078 shares
    Change vs previous 13F -103,838 shares

    0.04% of the 13F portfolio, value $30,242,117.

    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 584,916 shares
    Change vs previous 13F +50,443 shares

    0.06% of the 13F portfolio, value $34,638,029.

    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 534,473 shares
    Change vs previous 13F +54,159 shares

    0.07% of the 13F portfolio, value $29,925,033.

    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 480,314 shares
    Change vs previous 13F +264,473 shares

    0.07% of the 13F portfolio, value $29,050,298.

    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 215,841 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,157,667.

    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).