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OPPENHEIMER ASSET MANAGEMENT INC.: ATO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 51,259 ATO 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 51,259 shares
    Change vs previous 13F -556 shares

    0.05% of the 13F portfolio, value $8,830,388.

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

    • OPPENHEIMER & CO INC: 27,707 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,552 shares

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

  2. period ended2026-03-31
    13F 51,815 shares
    Change vs previous 13F +51,815 shares

    0.06% of the 13F portfolio, value $9,571,266.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 27,967 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,848 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -50,792 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 50,792 shares
    Change vs previous 13F +1,589 shares

    0.05% of the 13F portfolio, value $8,672,735.

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

    • OPPENHEIMER & CO INC: 27,414 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,378 shares

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

  5. period ended2025-06-30
    13F 49,203 shares
    Change vs previous 13F -5,762 shares

    0.05% of the 13F portfolio, value $7,582,675.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 27,014 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,189 shares

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

  6. period ended2025-03-31
    13F 54,965 shares
    Change vs previous 13F -1,988 shares

    0.06% of the 13F portfolio, value $8,496,490.

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

    • OPPENHEIMER & CO INC: 32,404 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,561 shares

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

  7. period ended2024-12-31
    13F 56,953 shares
    Change vs previous 13F -1,447 shares

    0.05% of the 13F portfolio, value $7,931,844.

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

    • OPPENHEIMER & CO INC: 35,029 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,924 shares

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

  8. period ended2024-09-30
    13F 58,400 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,100,664.

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

    • OPPENHEIMER & CO INC: 35,918 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,482 shares

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