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OPPENHEIMER ASSET MANAGEMENT INC.: HEI position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 59,648 HEI 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 59,648 shares
    Change vs previous 13F +13,497 shares

    0.11% of the 13F portfolio, value $21,246,020.

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

    • OPPENHEIMER & CO INC: 1,386 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 58,262 shares

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

  2. period ended2026-03-31
    13F 46,151 shares
    Change vs previous 13F -16,655 shares

    0.07% of the 13F portfolio, value $12,654,605.

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

    • OPPENHEIMER & CO INC: 1,403 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 44,748 shares

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

  3. period ended2025-12-31
    13F 62,806 shares
    Change vs previous 13F -3,504 shares

    0.13% of the 13F portfolio, value $20,323,394.

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

    • OPPENHEIMER & CO INC: 1,089 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 61,717 shares

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

  4. period ended2025-09-30
    13F 66,310 shares
    Change vs previous 13F -1,207 shares

    0.12% of the 13F portfolio, value $21,406,195.

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

    • OPPENHEIMER & CO INC: 1,813 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 64,497 shares

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

  5. period ended2025-06-30
    13F 67,517 shares
    Change vs previous 13F -1,769 shares

    0.14% of the 13F portfolio, value $22,145,576.

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

    • OPPENHEIMER & CO INC: 1,814 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 65,703 shares

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

  6. period ended2025-03-31
    13F 69,286 shares
    Change vs previous 13F -2,086 shares

    0.13% of the 13F portfolio, value $18,512,527.

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

    • OPPENHEIMER & CO INC: 1,512 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 67,774 shares

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

  7. period ended2024-12-31
    13F 71,372 shares
    Change vs previous 13F -3,595 shares

    0.11% of the 13F portfolio, value $16,967,979.

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

    • OPPENHEIMER & CO INC: 866 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 70,506 shares

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

  8. period ended2024-09-30
    13F 74,967 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,602,371.

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

    • OPPENHEIMER & CO INC: 1,202 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 73,765 shares

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