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OPPENHEIMER ASSET MANAGEMENT INC.: DOC position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 1,107,647 DOC 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 1,107,647 shares
    Change vs previous 13F -103,250 shares

    0.12% of the 13F portfolio, value $23,703,646.

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

    • OPPENHEIMER & CO INC: 171,242 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 936,405 shares

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

  2. period ended2026-03-31
    13F 1,210,897 shares
    Change vs previous 13F +220,620 shares

    0.12% of the 13F portfolio, value $19,895,038.

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

    • OPPENHEIMER & CO INC: 160,076 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,050,821 shares

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

  3. period ended2025-12-31
    13F 990,277 shares
    Change vs previous 13F -167,121 shares

    0.1% of the 13F portfolio, value $15,923,654.

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

    • OPPENHEIMER & CO INC: 146,527 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 843,750 shares

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

  4. period ended2025-09-30
    13F 1,157,398 shares
    Change vs previous 13F +70,537 shares

    0.13% of the 13F portfolio, value $22,164,173.

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

    • OPPENHEIMER & CO INC: 136,291 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,021,107 shares

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

  5. period ended2025-06-30
    13F 1,086,861 shares
    Change vs previous 13F +71,687 shares

    0.12% of the 13F portfolio, value $19,030,936.

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

    • OPPENHEIMER & CO INC: 22,036 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,064,825 shares

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

  6. period ended2025-03-31
    13F 1,015,174 shares
    Change vs previous 13F +375,747 shares

    0.25% of the 13F portfolio, value $20,526,818.

    13F-HR 0001085146-25-002235 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).

  7. period ended2024-12-31
    13F 639,427 shares
    Change vs previous 13F -101,341 shares

    0.16% of the 13F portfolio, value $12,961,185.

    13F-HR 0001085146-25-000777 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.: 639,427 shares

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

  8. period ended2024-09-30
    13F 740,768 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $16,941,364.

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

    • OPPENHEIMER & CO INC: 41,852 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 698,916 shares

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