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Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: CWAN position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 0 CWAN shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -141,586 shares

    13F-HR 0001085146-26-000369 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 141,586 shares
    Change vs previous 13F -110,617 shares

    0.04% of the 13F portfolio, value $3,415,054.

    13F-HR 0001085146-26-000133 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.: 141,586 shares

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

  3. period ended2025-09-30
    13F 252,203 shares
    Change vs previous 13F +87,099 shares

    0.03% of the 13F portfolio, value $4,544,698.

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

    • OPPENHEIMER & CO INC: 113,058 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 139,145 shares

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

  4. period ended2025-06-30
    13F 165,104 shares
    Change vs previous 13F +46,294 shares

    0.02% of the 13F portfolio, value $3,620,731.

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

    • OPPENHEIMER & CO INC: 23,582 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 141,522 shares

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

  5. period ended2025-03-31
    13F 118,810 shares
    Change vs previous 13F -33,885 shares

    0.02% of the 13F portfolio, value $3,184,108.

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

    • OPPENHEIMER & CO INC: 19,536 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 99,274 shares

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

  6. period ended2024-12-31
    13F 152,695 shares
    Change vs previous 13F -52,365 shares

    0.03% of the 13F portfolio, value $4,202,167.

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

    • OPPENHEIMER & CO INC: 24,152 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 128,543 shares

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

  7. period ended2024-09-30
    13F 205,060 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,177,765.

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

    • OPPENHEIMER & CO INC: 33,062 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 171,998 shares

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