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Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: HEI-A position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 11,340 HEI-A 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 11,340 shares
    Change vs previous 13F +1,829 shares

    0.02% of the 13F portfolio, value $2,924,699.

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

    • OPPENHEIMER & CO INC: 1,999 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,341 shares

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

  2. period ended2026-03-31
    13F 9,511 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $2,007,677.

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

    • OPPENHEIMER & CO INC: 1,995 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,516 shares

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

  3. period ended2025-12-31
    13F 9,377 shares
    Change vs previous 13F +450 shares

    0.02% of the 13F portfolio, value $2,367,036.

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

    • OPPENHEIMER & CO INC: 1,983 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,394 shares

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

  4. period ended2025-09-30
    13F 8,927 shares
    Change vs previous 13F -785 shares

    0.01% of the 13F portfolio, value $2,268,261.

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

    • OPPENHEIMER & CO INC: 1,952 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 6,975 shares

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

  5. period ended2025-06-30
    13F 9,712 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $2,512,982.

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

    • OPPENHEIMER & CO INC: 1,954 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,758 shares

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

  6. period ended2025-03-31
    13F 9,765 shares
    Change vs previous 13F -416 shares

    0.01% of the 13F portfolio, value $2,060,122.

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

    • OPPENHEIMER & CO INC: 1,981 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,784 shares

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

  7. period ended2024-12-31
    13F 10,181 shares
    Change vs previous 13F -1,048 shares

    0.01% of the 13F portfolio, value $1,894,480.

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

    • OPPENHEIMER & CO INC: 1,981 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,200 shares

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

  8. period ended2024-09-30
    13F 11,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,288,022.

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

    • OPPENHEIMER & CO INC: 1,981 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,248 shares

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