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Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: DOCS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 0 DOCS 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 0 shares
    Change vs previous 13F -11,495 shares

    13F-HR 0001085146-26-000553 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 ended2026-03-31
    13F 11,495 shares
    Change vs previous 13F -1,076 shares

    <0.01% of the 13F portfolio, value $267,834.

    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).

  3. period ended2025-12-31
    13F 12,571 shares
    Change vs previous 13F -3,116 shares

    0.01% of the 13F portfolio, value $556,644.

    13F-HR 0001085146-26-000133 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).

  4. period ended2025-09-30
    13F 15,687 shares
    Change vs previous 13F -213 shares

    0.01% of the 13F portfolio, value $1,147,504.

    13F-HR 0001085146-25-005973 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).

  5. period ended2025-06-30
    13F 15,900 shares
    Change vs previous 13F -25,968 shares

    0.01% of the 13F portfolio, value $975,306.

    13F-HR 0001085146-25-004405 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.: 15,900 shares

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

  6. period ended2025-03-31
    13F 41,868 shares
    Change vs previous 13F -7,315 shares

    0.02% of the 13F portfolio, value $2,429,601.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 22,720 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,148 shares

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

  7. period ended2024-12-31
    13F 49,183 shares
    Change vs previous 13F -3,315 shares

    0.02% of the 13F portfolio, value $2,625,880.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 30,108 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,075 shares

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

  8. period ended2024-09-30
    13F 52,498 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,287,338.

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

    • OPPENHEIMER & CO INC: 35,635 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,863 shares

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