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OPPENHEIMER ASSET MANAGEMENT INC.: CLVT position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 440,370 CLVT 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 440,370 shares
    Change vs previous 13F +94,836 shares

    0.01% of the 13F portfolio, value $951,199.

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

    • OPPENHEIMER & CO INC: 16,000 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 424,370 shares

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

  2. period ended2026-03-31
    13F 345,534 shares
    Change vs previous 13F +3,190 shares

    0.01% of the 13F portfolio, value $874,201.

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

    • OPPENHEIMER & CO INC: 39,500 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 306,034 shares

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

  3. period ended2025-12-31
    13F 342,344 shares
    Change vs previous 13F +71,173 shares

    0.01% of the 13F portfolio, value $1,143,429.

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

    • OPPENHEIMER & CO INC: 113,000 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 229,344 shares

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

  4. period ended2025-09-30
    13F 271,171 shares
    Change vs previous 13F -14,620 shares

    0.01% of the 13F portfolio, value $1,038,585.

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

    • OPPENHEIMER & CO INC: 12,000 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 259,171 shares

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

  5. period ended2025-06-30
    13F 285,791 shares
    Change vs previous 13F +14,650 shares

    0.01% of the 13F portfolio, value $1,228,901.

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

    • OPPENHEIMER & CO INC: 22,000 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 263,791 shares

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

  6. period ended2025-03-31
    13F 271,141 shares
    Change vs previous 13F +21,649 shares

    0.01% of the 13F portfolio, value $1,065,584.

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

    • OPPENHEIMER & CO INC: 34,000 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 237,141 shares

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

  7. period ended2024-12-31
    13F 249,492 shares
    Change vs previous 13F -90,236 shares

    0.01% of the 13F portfolio, value $1,267,419.

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

    • OPPENHEIMER & CO INC: 43,500 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 205,992 shares

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

  8. period ended2024-09-30
    13F 339,728 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,412,069.

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

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