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OPPENHEIMER ASSET MANAGEMENT INC.: CB position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 138,924 CB 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 138,924 shares
    Change vs previous 13F +640 shares

    0.25% of the 13F portfolio, value $47,336,964.

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

    • OPPENHEIMER & CO INC: 20,339 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 118,585 shares

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

  2. period ended2026-03-31
    13F 138,284 shares
    Change vs previous 13F -622 shares

    0.27% of the 13F portfolio, value $45,070,903.

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

    • OPPENHEIMER & CO INC: 20,667 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 117,617 shares

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

  3. period ended2025-12-31
    13F 138,906 shares
    Change vs previous 13F -946 shares

    0.29% of the 13F portfolio, value $43,355,341.

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

    • OPPENHEIMER & CO INC: 20,516 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 118,390 shares

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

  4. period ended2025-09-30
    13F 139,852 shares
    Change vs previous 13F +291 shares

    0.23% of the 13F portfolio, value $39,473,228.

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

    • OPPENHEIMER & CO INC: 23,243 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 116,609 shares

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

  5. period ended2025-06-30
    13F 139,561 shares
    Change vs previous 13F -504 shares

    0.25% of the 13F portfolio, value $40,433,613.

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

    • OPPENHEIMER & CO INC: 22,375 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 117,186 shares

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

  6. period ended2025-03-31
    13F 140,065 shares
    Change vs previous 13F -8,943 shares

    0.29% of the 13F portfolio, value $42,298,229.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 23,199 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 116,866 shares

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

  7. period ended2024-12-31
    13F 149,008 shares
    Change vs previous 13F +804 shares

    0.28% of the 13F portfolio, value $41,170,909.

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

    • OPPENHEIMER & CO INC: 22,178 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 126,830 shares

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

  8. period ended2024-09-30
    13F 148,204 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $42,740,553.

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

    • OPPENHEIMER & CO INC: 21,756 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 126,448 shares

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