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OPPENHEIMER ASSET MANAGEMENT INC.: AFRM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 27,709 AFRM 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 27,709 shares
    Change vs previous 13F +1,368 shares

    0.02% of the 13F portfolio, value $2,259,669.

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

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

  2. period ended2026-03-31
    13F 26,341 shares
    Change vs previous 13F +8,906 shares

    0.01% of the 13F portfolio, value $1,206,945.

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

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

  3. period ended2025-12-31
    13F 17,435 shares
    Change vs previous 13F -4,187 shares

    0.02% of the 13F portfolio, value $1,297,687.

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,435 shares

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

  4. period ended2025-09-30
    13F 21,622 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $1,580,136.

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

    • OPPENHEIMER & CO INC: 9,453 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,169 shares

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

  5. period ended2025-06-30
    13F 23,227 shares
    Change vs previous 13F -8,798 shares

    0.02% of the 13F portfolio, value $1,605,915.

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,227 shares

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

  6. period ended2025-03-31
    13F 32,025 shares
    Change vs previous 13F -4,179 shares

    0.01% of the 13F portfolio, value $1,447,210.

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

    • OPPENHEIMER & CO INC: 9,805 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,220 shares

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

  7. period ended2024-12-31
    13F 36,204 shares
    Change vs previous 13F -23,456 shares

    0.01% of the 13F portfolio, value $2,204,823.

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

    • OPPENHEIMER & CO INC: 16,988 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,216 shares

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

  8. period ended2024-09-30
    13F 59,660 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,435,322.

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

    • OPPENHEIMER & CO INC: 34,758 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 24,902 shares

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