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OPPENHEIMER ASSET MANAGEMENT INC.: ADP position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 60,608 ADP 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 60,608 shares
    Change vs previous 13F +1,118 shares

    0.07% of the 13F portfolio, value $13,573,162.

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

    • OPPENHEIMER & CO INC: 48,513 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,095 shares

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

  2. period ended2026-03-31
    13F 59,490 shares
    Change vs previous 13F +59,490 shares

    0.07% of the 13F portfolio, value $12,087,178.

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

    • OPPENHEIMER & CO INC: 47,956 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,534 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -49,144 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 49,144 shares
    Change vs previous 13F -1,709 shares

    0.08% of the 13F portfolio, value $14,423,766.

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

    • OPPENHEIMER & CO INC: 40,401 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,743 shares

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

  5. period ended2025-06-30
    13F 50,853 shares
    Change vs previous 13F -350 shares

    0.1% of the 13F portfolio, value $15,683,064.

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

    • OPPENHEIMER & CO INC: 40,508 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,345 shares

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

  6. period ended2025-03-31
    13F 51,203 shares
    Change vs previous 13F +1,499 shares

    0.11% of the 13F portfolio, value $15,644,054.

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

    • OPPENHEIMER & CO INC: 39,767 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,436 shares

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

  7. period ended2024-12-31
    13F 49,704 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $14,549,852.

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

    • OPPENHEIMER & CO INC: 38,158 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,546 shares

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

  8. period ended2024-09-30
    13F 50,204 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $13,892,954.

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

    • OPPENHEIMER & CO INC: 38,319 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,885 shares

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