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OPPENHEIMER ASSET MANAGEMENT INC.: AEP position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 126,555 AEP 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 126,555 shares
    Change vs previous 13F +4,382 shares

    0.09% of the 13F portfolio, value $17,313,988.

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

    • OPPENHEIMER & CO INC: 59,170 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 67,385 shares

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

  2. period ended2026-03-31
    13F 122,173 shares
    Change vs previous 13F +122,173 shares

    0.09% of the 13F portfolio, value $16,014,437.

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

    • OPPENHEIMER & CO INC: 58,907 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 63,266 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -114,611 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 114,611 shares
    Change vs previous 13F -3,393 shares

    0.07% of the 13F portfolio, value $12,893,740.

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

    • OPPENHEIMER & CO INC: 58,338 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 56,273 shares

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

  5. period ended2025-06-30
    13F 118,004 shares
    Change vs previous 13F +20,503 shares

    0.08% of the 13F portfolio, value $12,244,094.

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

    • OPPENHEIMER & CO INC: 51,907 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 66,097 shares

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

  6. period ended2025-03-31
    13F 97,501 shares
    Change vs previous 13F +19,594 shares

    0.07% of the 13F portfolio, value $10,653,934.

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

    • OPPENHEIMER & CO INC: 57,022 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 40,479 shares

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

  7. period ended2024-12-31
    13F 77,907 shares
    Change vs previous 13F +6,613 shares

    0.05% of the 13F portfolio, value $7,185,364.

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

    • OPPENHEIMER & CO INC: 44,164 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 33,743 shares

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

  8. period ended2024-09-30
    13F 71,294 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,314,764.

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

    • OPPENHEIMER & CO INC: 44,617 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 26,677 shares

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