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OPPENHEIMER ASSET MANAGEMENT INC.: FERG position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 45,815 FERG 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 45,815 shares
    Change vs previous 13F -1,536 shares

    0.06% of the 13F portfolio, value $10,873,274.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 5,587 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 40,228 shares

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

  2. period ended2026-03-31
    13F 47,351 shares
    Change vs previous 13F -1,949 shares

    0.07% of the 13F portfolio, value $11,045,094.

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

    • OPPENHEIMER & CO INC: 6,553 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 40,798 shares

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

  3. period ended2025-12-31
    13F 49,300 shares
    Change vs previous 13F -2,358 shares

    0.07% of the 13F portfolio, value $10,975,659.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,182 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 41,118 shares

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

  4. period ended2025-09-30
    13F 51,658 shares
    Change vs previous 13F -3,627 shares

    0.07% of the 13F portfolio, value $11,601,353.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,310 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 43,348 shares

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

  5. period ended2025-06-30
    13F 55,285 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $12,038,309.

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

    • OPPENHEIMER & CO INC: 8,612 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 46,673 shares

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

  6. period ended2025-03-31
    13F 55,333 shares
    Change vs previous 13F +19,808 shares

    0.06% of the 13F portfolio, value $8,866,006.

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

    • OPPENHEIMER & CO INC: 8,566 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 46,767 shares

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

  7. period ended2024-12-31
    13F 35,525 shares
    Change vs previous 13F +472 shares

    0.04% of the 13F portfolio, value $6,166,074.

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

    • OPPENHEIMER & CO INC: 3,866 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,659 shares

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

  8. period ended2024-09-30
    13F 35,053 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,960,474.

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

    • OPPENHEIMER & CO INC: 3,206 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,847 shares

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