OPPENHEIMER ASSET MANAGEMENT INC.: EPD position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 503,733 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 503,733 shares
Change vs previous 13F -7,366 shares
0.1% of the 13F portfolio, value $18,517,225.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 417,522 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 86,211 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 511,099 shares
Change vs previous 13F +23,786 shares
0.11% of the 13F portfolio, value $19,339,986.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 425,624 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 85,475 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 487,313 shares
Change vs previous 13F -40,916 shares
0.1% of the 13F portfolio, value $15,623,255.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 401,726 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 85,587 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 528,229 shares
Change vs previous 13F -4,863 shares
0.1% of the 13F portfolio, value $16,517,720.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 443,509 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 84,720 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 533,092 shares
Change vs previous 13F -2,349 shares
0.1% of the 13F portfolio, value $16,531,182.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 445,541 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 87,551 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 535,441 shares
Change vs previous 13F +13,506 shares
0.12% of the 13F portfolio, value $18,279,956.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 449,091 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 86,350 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 521,935 shares
Change vs previous 13F +7,963 shares
0.11% of the 13F portfolio, value $16,367,882.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 448,299 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 73,636 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 513,972 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $14,961,725.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 442,498 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 71,474 shares
Acceptance time not in the bulk data set (spec §4.2).