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OPPENHEIMER ASSET MANAGEMENT INC.: AGO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 8,348 AGO 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 8,348 shares
    Change vs previous 13F -1,491 shares

    0.01% of the 13F portfolio, value $669,176.

    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 9,839 shares
    Change vs previous 13F -2,320 shares

    0.01% of the 13F portfolio, value $801,682.

    13F-HR 0001085146-26-000369 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.: 9,839 shares

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

  3. period ended2025-12-31
    13F 12,159 shares
    Change vs previous 13F -474 shares

    0.01% of the 13F portfolio, value $1,092,730.

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

    • OPPENHEIMER & CO INC: 2,518 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,641 shares

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

  4. period ended2025-09-30
    13F 12,633 shares
    Change vs previous 13F +4,435 shares

    0.01% of the 13F portfolio, value $1,069,384.

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

    • OPPENHEIMER & CO INC: 2,524 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,109 shares

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

  5. period ended2025-06-30
    13F 8,198 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $714,046.

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

    • OPPENHEIMER & CO INC: 2,575 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,623 shares

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

  6. period ended2025-03-31
    13F 7,700 shares
    Change vs previous 13F +115 shares

    <0.01% of the 13F portfolio, value $678,371.

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

    • OPPENHEIMER & CO INC: 2,705 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,995 shares

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

  7. period ended2024-12-31
    13F 7,585 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $682,726.

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

    • OPPENHEIMER & CO INC: 2,656 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,929 shares

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

  8. period ended2024-09-30
    13F 7,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $580,098.

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

    • OPPENHEIMER & CO INC: 2,648 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,647 shares

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