OPPENHEIMER ASSET MANAGEMENT INC.: ARES position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 26,609 ARES shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 26,609 shares
Change vs previous 13F +9,068 shares
0.02% of the 13F portfolio, value $2,961,848.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 22,976 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 3,633 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 17,541 shares
Change vs previous 13F -28,051 shares
0.01% of the 13F portfolio, value $1,913,723.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 14,264 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 3,277 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 45,592 shares
Change vs previous 13F +3,339 shares
0.05% of the 13F portfolio, value $7,369,035.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 39,811 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 5,781 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 42,253 shares
Change vs previous 13F +341 shares
0.04% of the 13F portfolio, value $6,755,832.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 36,332 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 5,921 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 41,912 shares
Change vs previous 13F -3,156 shares
0.04% of the 13F portfolio, value $7,259,158.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 36,067 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 5,845 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 45,068 shares
Change vs previous 13F +2,860 shares
0.05% of the 13F portfolio, value $6,607,420.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 39,270 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 5,798 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 42,208 shares
Change vs previous 13F +15,742 shares
0.05% of the 13F portfolio, value $7,472,082.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 37,275 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 4,933 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 26,466 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $4,124,462.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 22,151 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 4,315 shares
Acceptance time not in the bulk data set (spec §4.2).