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OSAIC HOLDINGS, INC.: JPIB position timeline

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

OSAIC HOLDINGS, INC. held 113,120 JPIB 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 113,120 shares
    Change vs previous 13F +9,672 shares

    0.01% of the 13F portfolio, value $5,469,276.

    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 103,448 shares
    Change vs previous 13F +36,403 shares

    0.01% of the 13F portfolio, value $4,946,744.

    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 67,045 shares
    Change vs previous 13F +28,291 shares

    <0.01% of the 13F portfolio, value $3,265,103.

    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 38,754 shares
    Change vs previous 13F +6,817 shares

    <0.01% of the 13F portfolio, value $1,891,636.

    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 31,937 shares
    Change vs previous 13F +31,492 shares

    <0.01% of the 13F portfolio, value $1,552,676.

    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 445 shares
    Change vs previous 13F -389 shares

    <0.01% of the 13F portfolio, value $21,309.

    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 834 shares
    Change vs previous 13F -2,533 shares

    <0.01% of the 13F portfolio, value $39,413.

    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 3,367 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $163,824.

    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).