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OSAIC HOLDINGS, INC.: JPIE position timeline

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

OSAIC HOLDINGS, INC. held 1,726,054 JPIE 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 1,726,054 shares
    Change vs previous 13F +82,233 shares

    0.09% of the 13F portfolio, value $79,503,849.

    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 1,643,821 shares
    Change vs previous 13F +163,464 shares

    0.11% of the 13F portfolio, value $75,748,228.

    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 1,480,357 shares
    Change vs previous 13F -434,761 shares

    0.1% of the 13F portfolio, value $68,541,957.

    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 1,915,118 shares
    Change vs previous 13F +93,062 shares

    0.12% of the 13F portfolio, value $89,136,249.

    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 1,822,056 shares
    Change vs previous 13F +212,471 shares

    0.15% of the 13F portfolio, value $84,433,548.

    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 1,609,585 shares
    Change vs previous 13F +29,335 shares

    0.17% of the 13F portfolio, value $74,187,095.

    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 1,580,250 shares
    Change vs previous 13F +1,384,786 shares

    0.16% of the 13F portfolio, value $72,120,554.

    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 195,464 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,067,676.

    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).