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OPPENHEIMER ASSET MANAGEMENT INC.: DOX position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 58,595 DOX 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 58,595 shares
    Change vs previous 13F +367 shares

    0.03% of the 13F portfolio, value $2,961,391.

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

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

  2. period ended2026-03-31
    13F 58,228 shares
    Change vs previous 13F +12,191 shares

    0.05% of the 13F portfolio, value $3,799,959.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO 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 46,037 shares
    Change vs previous 13F +6,788 shares

    0.05% of the 13F portfolio, value $3,706,439.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO 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 39,249 shares
    Change vs previous 13F -547 shares

    0.04% of the 13F portfolio, value $3,220,380.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO 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 39,796 shares
    Change vs previous 13F -1,533 shares

    0.05% of the 13F portfolio, value $3,630,987.

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

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

  6. period ended2025-03-31
    13F 41,329 shares
    Change vs previous 13F -2,479 shares

    0.06% of the 13F portfolio, value $3,781,604.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO 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 43,808 shares
    Change vs previous 13F +2,447 shares

    0.06% of the 13F portfolio, value $3,729,813.

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

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

  8. period ended2024-09-30
    13F 41,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,618,260.

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

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