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OPPENHEIMER ASSET MANAGEMENT INC.: CHE position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 14,521 CHE 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 14,521 shares
    Change vs previous 13F -528 shares

    0.07% of the 13F portfolio, value $6,763,011.

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

    • OPPENHEIMER & CO INC: 14,521 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  2. period ended2026-03-31
    13F 15,049 shares
    Change vs previous 13F +735 shares

    0.03% of the 13F portfolio, value $5,684,609.

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

    • OPPENHEIMER & CO INC: 14,464 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 585 shares

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

  3. period ended2025-12-31
    13F 14,314 shares
    Change vs previous 13F +588 shares

    0.04% of the 13F portfolio, value $6,124,387.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 13,704 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 610 shares

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

  4. period ended2025-09-30
    13F 13,726 shares
    Change vs previous 13F +377 shares

    0.04% of the 13F portfolio, value $6,145,680.

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

    • OPPENHEIMER & CO INC: 13,101 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 625 shares

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

  5. period ended2025-06-30
    13F 13,349 shares
    Change vs previous 13F -196 shares

    0.04% of the 13F portfolio, value $6,500,029.

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

    • OPPENHEIMER & CO INC: 12,709 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 640 shares

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

  6. period ended2025-03-31
    13F 13,545 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $8,334,509.

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

    • OPPENHEIMER & CO INC: 12,857 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 688 shares

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

  7. period ended2024-12-31
    13F 13,613 shares
    Change vs previous 13F -378 shares

    0.05% of the 13F portfolio, value $7,212,168.

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

    • OPPENHEIMER & CO INC: 12,926 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 687 shares

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

  8. period ended2024-09-30
    13F 13,991 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,408,172.

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

    • OPPENHEIMER & CO INC: 13,277 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 714 shares

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