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OPPENHEIMER ASSET MANAGEMENT INC.: DOCU position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 19,638 DOCU 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 19,638 shares
    Change vs previous 13F -538 shares

    <0.01% of the 13F portfolio, value $872,321.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 12,849 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 6,789 shares

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

  2. period ended2026-03-31
    13F 20,176 shares
    Change vs previous 13F -1,103 shares

    0.01% of the 13F portfolio, value $956,544.

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

    • OPPENHEIMER & CO INC: 13,287 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 6,889 shares

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

  3. period ended2025-12-31
    13F 21,279 shares
    Change vs previous 13F -1,379 shares

    0.01% of the 13F portfolio, value $1,455,484.

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

    • OPPENHEIMER & CO INC: 13,183 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,096 shares

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

  4. period ended2025-09-30
    13F 22,658 shares
    Change vs previous 13F -830 shares

    0.01% of the 13F portfolio, value $1,633,415.

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

    • OPPENHEIMER & CO INC: 14,183 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,475 shares

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

  5. period ended2025-06-30
    13F 23,488 shares
    Change vs previous 13F +2,355 shares

    0.01% of the 13F portfolio, value $1,829,480.

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

    • OPPENHEIMER & CO INC: 14,906 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,582 shares

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

  6. period ended2025-03-31
    13F 21,133 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,720,226.

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

    • OPPENHEIMER & CO INC: 12,083 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,050 shares

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

  7. period ended2024-12-31
    13F 21,524 shares
    Change vs previous 13F -8,021 shares

    0.01% of the 13F portfolio, value $1,935,869.

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

    • OPPENHEIMER & CO INC: 12,548 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,976 shares

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

  8. period ended2024-09-30
    13F 29,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,834,449.

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

    • OPPENHEIMER & CO INC: 24,103 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,442 shares

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