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OPPENHEIMER ASSET MANAGEMENT INC.: AZO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 5,928 AZO 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 5,928 shares
    Change vs previous 13F +60 shares

    0.1% of the 13F portfolio, value $18,945,532.

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

    • OPPENHEIMER & CO INC: 3,098 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,830 shares

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

  2. period ended2026-03-31
    13F 5,868 shares
    Change vs previous 13F +5,868 shares

    0.12% of the 13F portfolio, value $19,820,814.

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

    • OPPENHEIMER & CO INC: 3,025 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,843 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,272 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 6,272 shares
    Change vs previous 13F -137 shares

    0.16% of the 13F portfolio, value $26,908,386.

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

    • OPPENHEIMER & CO INC: 3,307 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,965 shares

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

  5. period ended2025-06-30
    13F 6,409 shares
    Change vs previous 13F -55 shares

    0.15% of the 13F portfolio, value $23,791,683.

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

    • OPPENHEIMER & CO INC: 3,350 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,059 shares

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

  6. period ended2025-03-31
    13F 6,464 shares
    Change vs previous 13F +290 shares

    0.17% of the 13F portfolio, value $24,645,810.

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

    • OPPENHEIMER & CO INC: 3,373 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,091 shares

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

  7. period ended2024-12-31
    13F 6,174 shares
    Change vs previous 13F -147 shares

    0.13% of the 13F portfolio, value $19,769,148.

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

    • OPPENHEIMER & CO INC: 3,472 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,702 shares

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

  8. period ended2024-09-30
    13F 6,321 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,911,402.

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

    • OPPENHEIMER & CO INC: 3,461 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,860 shares

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