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OPPENHEIMER ASSET MANAGEMENT INC.: D position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 186,870 D 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 186,870 shares
    Change vs previous 13F +3,964 shares

    0.07% of the 13F portfolio, value $12,761,352.

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

    • OPPENHEIMER & CO INC: 74,921 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 111,949 shares

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

  2. period ended2026-03-31
    13F 182,906 shares
    Change vs previous 13F +2,770 shares

    0.07% of the 13F portfolio, value $11,307,249.

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

    • OPPENHEIMER & CO INC: 67,615 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 115,291 shares

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

  3. period ended2025-12-31
    13F 180,136 shares
    Change vs previous 13F -1,149 shares

    0.07% of the 13F portfolio, value $10,554,168.

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

    • OPPENHEIMER & CO INC: 63,825 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 116,311 shares

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

  4. period ended2025-09-30
    13F 181,285 shares
    Change vs previous 13F +1,801 shares

    0.06% of the 13F portfolio, value $11,089,204.

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

    • OPPENHEIMER & CO INC: 64,223 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 117,062 shares

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

  5. period ended2025-06-30
    13F 179,484 shares
    Change vs previous 13F -6,694 shares

    0.06% of the 13F portfolio, value $10,144,436.

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

    • OPPENHEIMER & CO INC: 58,052 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 121,432 shares

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

  6. period ended2025-03-31
    13F 186,178 shares
    Change vs previous 13F -7,472 shares

    0.07% of the 13F portfolio, value $10,439,000.

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

    • OPPENHEIMER & CO INC: 62,089 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 124,089 shares

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

  7. period ended2024-12-31
    13F 193,650 shares
    Change vs previous 13F -12,734 shares

    0.07% of the 13F portfolio, value $10,429,989.

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

    • OPPENHEIMER & CO INC: 62,805 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 130,845 shares

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

  8. period ended2024-09-30
    13F 206,384 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $11,926,931.

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

    • OPPENHEIMER & CO INC: 69,343 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 137,041 shares

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