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OSAIC HOLDINGS, INC.: JRI position timeline

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

OSAIC HOLDINGS, INC. held 118,130 JRI 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 118,130 shares
    Change vs previous 13F +26,978 shares

    <0.01% of the 13F portfolio, value $1,531,129.

    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 91,152 shares
    Change vs previous 13F -52,234 shares

    <0.01% of the 13F portfolio, value $1,121,270.

    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 143,386 shares
    Change vs previous 13F -5,543 shares

    <0.01% of the 13F portfolio, value $1,951,681.

    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 148,929 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $2,040,413.

    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 148,954 shares
    Change vs previous 13F +3,280 shares

    <0.01% of the 13F portfolio, value $2,011,092.

    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 145,674 shares
    Change vs previous 13F +4,094 shares

    <0.01% of the 13F portfolio, value $1,885,221.

    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 141,580 shares
    Change vs previous 13F +33,702 shares

    <0.01% of the 13F portfolio, value $1,717,511.

    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 107,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,474,872.

    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).