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OPPENHEIMER ASSET MANAGEMENT INC.: HESM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 58,647 HESM 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 58,647 shares
    Change vs previous 13F +4,845 shares

    0.01% of the 13F portfolio, value $2,205,127.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 41,674 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,973 shares

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

  2. period ended2026-03-31
    13F 53,802 shares
    Change vs previous 13F +1,949 shares

    0.01% of the 13F portfolio, value $2,091,284.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 36,849 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,953 shares

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

  3. period ended2025-12-31
    13F 51,853 shares
    Change vs previous 13F -4,707 shares

    0.01% of the 13F portfolio, value $1,788,929.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 35,750 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,103 shares

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

  4. period ended2025-09-30
    13F 56,560 shares
    Change vs previous 13F +36,329 shares

    0.01% of the 13F portfolio, value $1,954,148.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 39,650 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,910 shares

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

  5. period ended2025-06-30
    13F 20,231 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $779,095.

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

    • OPPENHEIMER & CO INC: 5,675 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,556 shares

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

  6. period ended2025-03-31
    13F 19,857 shares
    Change vs previous 13F +8,000 shares

    0.01% of the 13F portfolio, value $839,753.

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

    • OPPENHEIMER & CO INC: 5,350 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,507 shares

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

  7. period ended2024-12-31
    13F 11,857 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $439,065.

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

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

  8. period ended2024-09-30
    13F 11,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,686.

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

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