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OPPENHEIMER ASSET MANAGEMENT INC.: CFR position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 10,420 CFR 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 10,420 shares
    Change vs previous 13F -1,852 shares

    0.02% of the 13F portfolio, value $1,610,098.

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,420 shares

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

  2. period ended2026-03-31
    13F 12,272 shares
    Change vs previous 13F -825 shares

    0.01% of the 13F portfolio, value $1,682,245.

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

    • OPPENHEIMER & CO INC: 1,850 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,422 shares

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

  3. period ended2025-12-31
    13F 13,097 shares
    Change vs previous 13F -2,161 shares

    0.01% of the 13F portfolio, value $1,658,473.

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

    • OPPENHEIMER & CO INC: 3,019 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,078 shares

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

  4. period ended2025-09-30
    13F 15,258 shares
    Change vs previous 13F +2,453 shares

    0.01% of the 13F portfolio, value $1,934,256.

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

    • OPPENHEIMER & CO INC: 4,372 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,886 shares

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

  5. period ended2025-06-30
    13F 12,805 shares
    Change vs previous 13F -5,170 shares

    0.01% of the 13F portfolio, value $1,645,954.

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

    • OPPENHEIMER & CO INC: 4,885 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,920 shares

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

  6. period ended2025-03-31
    13F 17,975 shares
    Change vs previous 13F -1,592 shares

    0.02% of the 13F portfolio, value $2,250,470.

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

    • OPPENHEIMER & CO INC: 10,293 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,682 shares

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

  7. period ended2024-12-31
    13F 19,567 shares
    Change vs previous 13F +10,372 shares

    0.02% of the 13F portfolio, value $2,626,871.

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

    • OPPENHEIMER & CO INC: 12,019 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,548 shares

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

  8. period ended2024-09-30
    13F 9,195 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,028,553.

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

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