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OSAIC HOLDINGS, INC.: SJM position timeline

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

OSAIC HOLDINGS, INC. held 31,548 SJM 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 31,548 shares
    Change vs previous 13F +14,095 shares

    <0.01% of the 13F portfolio, value $3,550,842.

    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 17,453 shares
    Change vs previous 13F -1,136 shares

    <0.01% of the 13F portfolio, value $1,683,876.

    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 18,589 shares
    Change vs previous 13F -8,882 shares

    <0.01% of the 13F portfolio, value $1,819,686.

    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 27,471 shares
    Change vs previous 13F +1,474 shares

    <0.01% of the 13F portfolio, value $3,006,427.

    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 25,997 shares
    Change vs previous 13F -3,794 shares

    <0.01% of the 13F portfolio, value $2,562,218.

    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 29,791 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $3,529,318.

    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 29,866 shares
    Change vs previous 13F -8,016 shares

    0.01% of the 13F portfolio, value $2,998,654.

    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 37,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,588,707.

    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).