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OPPENHEIMER ASSET MANAGEMENT INC.: IBKR position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 80,479 IBKR 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 80,479 shares
    Change vs previous 13F -1,813 shares

    0.04% of the 13F portfolio, value $7,004,893.

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

    • OPPENHEIMER & CO INC: 8,839 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 71,640 shares

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

  2. period ended2026-03-31
    13F 82,292 shares
    Change vs previous 13F +71,626 shares

    0.03% of the 13F portfolio, value $5,519,325.

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

    • OPPENHEIMER & CO INC: 34,396 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 47,896 shares

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

  3. period ended2025-12-31
    13F 10,666 shares
    Change vs previous 13F -11,908 shares

    0.01% of the 13F portfolio, value $685,930.

    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 22,574 shares
    Change vs previous 13F +16,676 shares

    0.02% of the 13F portfolio, value $1,553,317.

    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 5,898 shares
    Change vs previous 13F +493 shares

    <0.01% of the 13F portfolio, value $326,808.

    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 5,405 shares
    Change vs previous 13F +3,895 shares

    0.01% of the 13F portfolio, value $895,014.

    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 1,510 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $266,772.

    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 1,645 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,247.

    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).