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OPPENHEIMER ASSET MANAGEMENT INC.: EIX position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 11,762 EIX 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 11,762 shares
    Change vs previous 13F +720 shares

    0.01% of the 13F portfolio, value $875,681.

    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 11,042 shares
    Change vs previous 13F -1,563 shares

    0.01% of the 13F portfolio, value $808,054.

    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 12,605 shares
    Change vs previous 13F -2,701 shares

    0.01% of the 13F portfolio, value $756,552.

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

    • OPPENHEIMER & CO INC: 12,605 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  4. period ended2025-09-30
    13F 15,306 shares
    Change vs previous 13F +1,364 shares

    <0.01% of the 13F portfolio, value $846,116.

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

    • OPPENHEIMER & CO INC: 8,535 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 6,771 shares

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

  5. period ended2025-06-30
    13F 13,942 shares
    Change vs previous 13F -6,233 shares

    <0.01% of the 13F portfolio, value $719,408.

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

    • OPPENHEIMER & CO INC: 5,171 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,771 shares

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

  6. period ended2025-03-31
    13F 20,175 shares
    Change vs previous 13F +5,415 shares

    0.01% of the 13F portfolio, value $1,188,711.

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

    • OPPENHEIMER & CO INC: 10,982 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,193 shares

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

  7. period ended2024-12-31
    13F 14,760 shares
    Change vs previous 13F -1,660 shares

    0.01% of the 13F portfolio, value $1,178,439.

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

    • OPPENHEIMER & CO INC: 5,528 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,232 shares

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

  8. period ended2024-09-30
    13F 16,420 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,430,018.

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

    • OPPENHEIMER & CO INC: 5,528 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,892 shares

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