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OSAIC HOLDINGS, INC.: JPEF position timeline

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

OSAIC HOLDINGS, INC. held 438,377 JPEF 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 438,377 shares
    Change vs previous 13F -12,592 shares

    0.04% of the 13F portfolio, value $35,217,002.

    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 450,969 shares
    Change vs previous 13F -68,221 shares

    0.05% of the 13F portfolio, value $32,386,040.

    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 519,190 shares
    Change vs previous 13F -23,492 shares

    0.06% of the 13F portfolio, value $38,780,883.

    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 542,682 shares
    Change vs previous 13F -15,987 shares

    0.06% of the 13F portfolio, value $39,498,674.

    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 558,669 shares
    Change vs previous 13F +125,771 shares

    0.07% of the 13F portfolio, value $39,186,459.

    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 432,898 shares
    Change vs previous 13F +102,555 shares

    0.06% of the 13F portfolio, value $27,562,578.

    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 330,343 shares
    Change vs previous 13F +120,500 shares

    0.05% of the 13F portfolio, value $22,173,750.

    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 209,843 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,750,742.

    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).