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OPPENHEIMER ASSET MANAGEMENT INC.: EW position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 60,965 EW 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 60,965 shares
    Change vs previous 13F -30,686 shares

    0.03% of the 13F portfolio, value $5,514,894.

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

    • OPPENHEIMER & CO INC: 38,875 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,090 shares

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

  2. period ended2026-03-31
    13F 91,651 shares
    Change vs previous 13F +91,651 shares

    0.04% of the 13F portfolio, value $7,339,412.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 39,422 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 52,229 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -119,662 shares

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 119,662 shares
    Change vs previous 13F +20,961 shares

    0.05% of the 13F portfolio, value $9,306,114.

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

    • OPPENHEIMER & CO INC: 81,782 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 37,880 shares

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

  5. period ended2025-06-30
    13F 98,701 shares
    Change vs previous 13F +11,108 shares

    0.05% of the 13F portfolio, value $7,719,406.

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

    • OPPENHEIMER & CO INC: 74,641 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 24,060 shares

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

  6. period ended2025-03-31
    13F 87,593 shares
    Change vs previous 13F +9,978 shares

    0.04% of the 13F portfolio, value $6,348,740.

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

    • OPPENHEIMER & CO INC: 65,894 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,699 shares

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

  7. period ended2024-12-31
    13F 77,615 shares
    Change vs previous 13F +26,625 shares

    0.04% of the 13F portfolio, value $5,745,839.

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

    • OPPENHEIMER & CO INC: 60,041 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,574 shares

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

  8. period ended2024-09-30
    13F 50,990 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,364,830.

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

    • OPPENHEIMER & CO INC: 38,186 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,804 shares

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