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OPPENHEIMER ASSET MANAGEMENT INC.: AES position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 27,130 AES 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 27,130 shares
    Change vs previous 13F -778,153 shares

    <0.01% of the 13F portfolio, value $397,726.

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

    • OPPENHEIMER & CO INC: 27,130 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  2. period ended2026-03-31
    13F 805,283 shares
    Change vs previous 13F -2 shares

    0.07% of the 13F portfolio, value $11,346,437.

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

    • OPPENHEIMER & CO INC: 51,291 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 753,992 shares

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

  3. period ended2025-12-31
    13F 805,285 shares
    Change vs previous 13F -104,141 shares

    0.08% of the 13F portfolio, value $11,547,787.

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

    • OPPENHEIMER & CO INC: 58,294 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 746,991 shares

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

  4. period ended2025-09-30
    13F 909,426 shares
    Change vs previous 13F +24,962 shares

    0.07% of the 13F portfolio, value $11,968,046.

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

    • OPPENHEIMER & CO INC: 158,728 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 750,698 shares

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

  5. period ended2025-06-30
    13F 884,464 shares
    Change vs previous 13F +67,076 shares

    0.06% of the 13F portfolio, value $9,304,561.

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

    • OPPENHEIMER & CO INC: 144,969 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 739,495 shares

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

  6. period ended2025-03-31
    13F 817,388 shares
    Change vs previous 13F +151,684 shares

    0.07% of the 13F portfolio, value $10,151,959.

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

    • OPPENHEIMER & CO INC: 127,854 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 689,534 shares

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

  7. period ended2024-12-31
    13F 665,704 shares
    Change vs previous 13F +86,793 shares

    0.06% of the 13F portfolio, value $8,567,610.

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

    • OPPENHEIMER & CO INC: 105,952 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 559,752 shares

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

  8. period ended2024-09-30
    13F 578,911 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $11,612,955.

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

    • OPPENHEIMER & CO INC: 131,069 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 447,842 shares

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