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OPPENHEIMER ASSET MANAGEMENT INC.: AAPL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 1,560,895 AAPL 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 1,560,895 shares
    Change vs previous 13F +49,455 shares

    2.38% of the 13F portfolio, value $451,660,578.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,132,169 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 428,726 shares

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

  2. period ended2026-03-31
    13F 1,511,440 shares
    Change vs previous 13F +1,511,440 shares

    2.26% of the 13F portfolio, value $383,588,356.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,107,179 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 404,261 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,483,907 shares

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 1,483,907 shares
    Change vs previous 13F +24,360 shares

    2.19% of the 13F portfolio, value $377,847,240.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,121,589 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 362,318 shares

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

  5. period ended2025-06-30
    13F 1,459,547 shares
    Change vs previous 13F -154,278 shares

    1.84% of the 13F portfolio, value $299,455,258.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,127,141 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 332,406 shares

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

  6. period ended2025-03-31
    13F 1,613,825 shares
    Change vs previous 13F -29,920 shares

    2.44% of the 13F portfolio, value $358,478,946.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,138,299 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 475,526 shares

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

  7. period ended2024-12-31
    13F 1,643,745 shares
    Change vs previous 13F +16,261 shares

    2.76% of the 13F portfolio, value $411,626,623.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,095,665 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 548,080 shares

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

  8. period ended2024-09-30
    13F 1,627,484 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $379,203,772.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,076,711 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 550,773 shares

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