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OPPENHEIMER ASSET MANAGEMENT INC.: HEFA position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 5,091 HEFA 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 5,091 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $238,895.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO 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 5,106 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $216,979.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO 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 5,168 shares
    Change vs previous 13F -1,187 shares

    <0.01% of the 13F portfolio, value $213,748.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO 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 6,355 shares
    Change vs previous 13F -392 shares

    <0.01% of the 13F portfolio, value $251,722.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO 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 6,747 shares
    Change vs previous 13F -290,109 shares

    <0.01% of the 13F portfolio, value $256,116.

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

    • OPPENHEIMER & CO INC: 6,747 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  6. period ended2025-03-31
    13F 296,856 shares
    Change vs previous 13F -2,933 shares

    0.07% of the 13F portfolio, value $10,772,904.

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

    • OPPENHEIMER & CO INC: 6,832 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 290,024 shares

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

  7. period ended2024-12-31
    13F 299,789 shares
    Change vs previous 13F +5,894 shares

    0.07% of the 13F portfolio, value $10,417,668.

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

    • OPPENHEIMER & CO INC: 6,373 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 293,416 shares

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

  8. period ended2024-09-30
    13F 293,895 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,409,761.

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

    • OPPENHEIMER & CO INC: 6,143 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 287,752 shares

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