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OPPENHEIMER ASSET MANAGEMENT INC.: CRS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 3,866 CRS 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 3,866 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $2,384,703.

    13F-HR 0000822581-26-000002 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).

  2. period ended2026-03-31
    13F 3,807 shares
    Change vs previous 13F -874 shares

    0.02% of the 13F portfolio, value $1,500,529.

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

    • OPPENHEIMER & CO INC: 3,807 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  3. period ended2025-12-31
    13F 4,681 shares
    Change vs previous 13F +184 shares

    0.01% of the 13F portfolio, value $1,473,767.

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

    • OPPENHEIMER & CO INC: 3,809 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 872 shares

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

  4. period ended2025-09-30
    13F 4,497 shares
    Change vs previous 13F -411 shares

    0.01% of the 13F portfolio, value $1,104,193.

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

    • OPPENHEIMER & CO INC: 3,624 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 873 shares

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

  5. period ended2025-06-30
    13F 4,908 shares
    Change vs previous 13F +1,168 shares

    0.01% of the 13F portfolio, value $1,356,473.

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

    • OPPENHEIMER & CO INC: 3,564 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,344 shares

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

  6. period ended2025-03-31
    13F 3,740 shares
    Change vs previous 13F +3,740 shares

    0.01% of the 13F portfolio, value $677,613.

    13F-HR 0001085146-25-002234 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).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,882 shares

    13F-HR 0001085146-25-000778 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.

  8. period ended2024-09-30
    13F 4,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $779,070.

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

    • OPPENHEIMER & CO INC: 3,577 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,305 shares

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