OPPENHEIMER ASSET MANAGEMENT INC.: FCNCA position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 2,991 FCNCA 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 2,991 shares
Change vs previous 13F -59 shares
0.03% of the 13F portfolio, value $6,223,643.
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: 1,649 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 1,342 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,050 shares
Change vs previous 13F +201 shares
0.03% of the 13F portfolio, value $5,748,213.
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: 1,600 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 1,450 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,849 shares
Change vs previous 13F -189 shares
0.04% of the 13F portfolio, value $6,114,467.
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: 1,582 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 1,267 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,038 shares
Change vs previous 13F +1,306 shares
0.03% of the 13F portfolio, value $5,435,468.
13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 1,465 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 1,573 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,732 shares
Change vs previous 13F +24 shares
0.02% of the 13F portfolio, value $3,388,606.
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: 1,465 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 267 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,708 shares
Change vs previous 13F +1 shares
0.02% of the 13F portfolio, value $3,166,837.
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: 1,467 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 241 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,707 shares
Change vs previous 13F -56 shares
0.02% of the 13F portfolio, value $3,606,925.
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: 1,467 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 240 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,763 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,245,595.
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: 1,485 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 278 shares
Acceptance time not in the bulk data set (spec §4.2).