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OPPENHEIMER ASSET MANAGEMENT INC.: B position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 299,476 B 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 299,476 shares
    Change vs previous 13F +69,559 shares

    0.06% of the 13F portfolio, value $10,999,753.

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

    • OPPENHEIMER & CO INC: 34,023 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 265,453 shares

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

  2. period ended2026-03-31
    13F 229,917 shares
    Change vs previous 13F -29,765 shares

    0.06% of the 13F portfolio, value $9,378,315.

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

    • OPPENHEIMER & CO INC: 31,358 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 198,559 shares

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

  3. period ended2025-12-31
    13F 259,682 shares
    Change vs previous 13F -32,698 shares

    0.07% of the 13F portfolio, value $11,309,152.

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

    • OPPENHEIMER & CO INC: 31,331 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 228,351 shares

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

  4. period ended2025-09-30
    13F 292,380 shares
    Change vs previous 13F -23,546 shares

    0.06% of the 13F portfolio, value $9,581,293.

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

    • OPPENHEIMER & CO INC: 30,818 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 261,562 shares

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

  5. period ended2025-06-30
    13F 315,926 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,577,579.

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

    • OPPENHEIMER & CO INC: 31,888 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 284,038 shares

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