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Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: BRK-B position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 322,148 BRK-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 322,148 shares
    Change vs previous 13F +6,133 shares

    0.85% of the 13F portfolio, value $161,199,638.

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

    • OPPENHEIMER & CO INC: 213,014 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 109,134 shares

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

  2. period ended2026-03-31
    13F 316,015 shares
    Change vs previous 13F +316,015 shares

    0.89% of the 13F portfolio, value $151,434,388.

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

    • OPPENHEIMER & CO INC: 205,356 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 110,659 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -312,708 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 312,708 shares
    Change vs previous 13F -2,104 shares

    0.91% of the 13F portfolio, value $157,210,820.

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

    • OPPENHEIMER & CO INC: 199,999 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 112,709 shares

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

  5. period ended2025-06-30
    13F 314,812 shares
    Change vs previous 13F -19,300 shares

    0.94% of the 13F portfolio, value $152,926,226.

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

    • OPPENHEIMER & CO INC: 201,683 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 113,129 shares

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

  6. period ended2025-03-31
    13F 334,112 shares
    Change vs previous 13F -59,678 shares

    1.21% of the 13F portfolio, value $177,941,368.

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

    • OPPENHEIMER & CO INC: 198,363 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 135,749 shares

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

  7. period ended2024-12-31
    13F 393,790 shares
    Change vs previous 13F -2,755 shares

    1.2% of the 13F portfolio, value $178,497,131.

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

    • OPPENHEIMER & CO INC: 195,316 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 198,474 shares

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

  8. period ended2024-09-30
    13F 396,545 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $182,513,803.

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

    • OPPENHEIMER & CO INC: 196,745 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 199,800 shares

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