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OPPENHEIMER ASSET MANAGEMENT INC.: EXP position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 26,137 EXP 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 26,137 shares
    Change vs previous 13F +2,382 shares

    0.06% of the 13F portfolio, value $5,880,825.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT 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 23,755 shares
    Change vs previous 13F -540 shares

    0.05% of the 13F portfolio, value $4,500,386.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT 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 24,295 shares
    Change vs previous 13F +10,980 shares

    0.06% of the 13F portfolio, value $5,021,291.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT 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 13,315 shares
    Change vs previous 13F -3,356 shares

    0.03% of the 13F portfolio, value $3,102,928.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT 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 16,671 shares
    Change vs previous 13F -5,174 shares

    0.04% of the 13F portfolio, value $3,369,376.

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,671 shares

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

  6. period ended2025-03-31
    13F 21,845 shares
    Change vs previous 13F +2,640 shares

    0.03% of the 13F portfolio, value $4,848,061.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 5,402 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,443 shares

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

  7. period ended2024-12-31
    13F 19,205 shares
    Change vs previous 13F -101 shares

    0.03% of the 13F portfolio, value $4,739,026.

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

    • OPPENHEIMER & CO INC: 4,807 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,398 shares

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

  8. period ended2024-09-30
    13F 19,306 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,553,371.

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

    • OPPENHEIMER & CO INC: 4,815 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,491 shares

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