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OPPENHEIMER ASSET MANAGEMENT INC.: HSBC position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 36,706 HSBC 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 36,706 shares
    Change vs previous 13F -9,416 shares

    0.02% of the 13F portfolio, value $3,490,374.

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

    • OPPENHEIMER & CO INC: 21,951 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,755 shares

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

  2. period ended2026-03-31
    13F 46,122 shares
    Change vs previous 13F +580 shares

    0.02% of the 13F portfolio, value $3,804,604.

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

    • OPPENHEIMER & CO INC: 23,259 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,863 shares

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

  3. period ended2025-12-31
    13F 45,542 shares
    Change vs previous 13F -12,261 shares

    0.02% of the 13F portfolio, value $3,582,789.

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

    • OPPENHEIMER & CO INC: 24,355 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,187 shares

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

  4. period ended2025-09-30
    13F 57,803 shares
    Change vs previous 13F +11,287 shares

    0.02% of the 13F portfolio, value $4,102,857.

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

    • OPPENHEIMER & CO INC: 45,870 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,933 shares

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

  5. period ended2025-06-30
    13F 46,516 shares
    Change vs previous 13F +3,305 shares

    0.04% of the 13F portfolio, value $2,827,708.

    13F-HR 0001085146-25-004369 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).

  6. period ended2025-03-31
    13F 43,211 shares
    Change vs previous 13F +10,135 shares

    0.04% of the 13F portfolio, value $2,481,608.

    13F-HR 0001085146-25-002234 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).

  7. period ended2024-12-31
    13F 33,076 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $1,635,939.

    13F-HR 0001085146-25-000778 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).

  8. period ended2024-09-30
    13F 33,176 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,499,223.

    13F-HR 0001085146-24-005360 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).