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OPPENHEIMER ASSET MANAGEMENT INC.: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on A, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 105,745 A shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,745 shares
    Change vs previous 13F +41,308 shares

    0.07% of the 13F portfolio, value $14,046,108.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,921 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 96,824 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,437 shares
    Change vs previous 13F +9,470 shares

    0.04% of the 13F portfolio, value $7,344,529.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 9,407 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 55,030 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,967 shares
    Change vs previous 13F -1,009 shares

    0.05% of the 13F portfolio, value $7,479,359.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 9,817 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 45,150 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,976 shares
    Change vs previous 13F -2,488 shares

    0.04% of the 13F portfolio, value $7,184,519.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 9,523 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 46,453 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,464 shares
    Change vs previous 13F -314 shares

    0.04% of the 13F portfolio, value $6,899,337.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 9,541 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,923 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,778 shares
    Change vs previous 13F +1,199 shares

    0.05% of the 13F portfolio, value $6,875,851.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 10,860 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 47,918 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 57,579 shares
    Change vs previous 13F +1,071 shares

    0.05% of the 13F portfolio, value $7,735,163.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 10,771 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 46,808 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,508 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,390,308.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 10,577 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 45,931 shares

    Acceptance time not in the bulk data set (spec §4.2).