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OPPENHEIMER ASSET MANAGEMENT INC.: GWRE position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 43,236 GWRE 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 43,236 shares
    Change vs previous 13F -9,669 shares

    0.06% of the 13F portfolio, value $5,320,191.

    13F-HR 0001085146-26-000553 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.: 43,236 shares

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

  2. period ended2026-03-31
    13F 52,905 shares
    Change vs previous 13F +4,637 shares

    0.05% of the 13F portfolio, value $7,912,471.

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

    • OPPENHEIMER & CO INC: 3,213 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 49,692 shares

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

  3. period ended2025-12-31
    13F 48,268 shares
    Change vs previous 13F -6,222 shares

    0.06% of the 13F portfolio, value $9,702,351.

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

    • OPPENHEIMER & CO INC: 2,702 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 45,566 shares

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

  4. period ended2025-09-30
    13F 54,490 shares
    Change vs previous 13F +2,848 shares

    0.07% of the 13F portfolio, value $12,525,071.

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

    • OPPENHEIMER & CO INC: 2,831 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 51,659 shares

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

  5. period ended2025-06-30
    13F 51,642 shares
    Change vs previous 13F -13,444 shares

    0.07% of the 13F portfolio, value $12,159,109.

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

    • OPPENHEIMER & CO INC: 1,115 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 50,527 shares

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

  6. period ended2025-03-31
    13F 65,086 shares
    Change vs previous 13F -8,913 shares

    0.08% of the 13F portfolio, value $12,194,513.

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

    • OPPENHEIMER & CO INC: 1,072 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 64,014 shares

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

  7. period ended2024-12-31
    13F 73,999 shares
    Change vs previous 13F -8,563 shares

    0.15% of the 13F portfolio, value $12,474,752.

    13F-HR 0001085146-25-000777 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.: 73,999 shares

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

  8. period ended2024-09-30
    13F 82,562 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,103,892.

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

    • OPPENHEIMER & CO INC: 2,269 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 80,293 shares

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