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OPPENHEIMER ASSET MANAGEMENT INC.: ITRI position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 13,697 ITRI 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 13,697 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $1,185,201.

    13F-HR 0000822581-26-000002 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).

  2. period ended2026-03-31
    13F 13,686 shares
    Change vs previous 13F -1,481 shares

    0.01% of the 13F portfolio, value $1,226,676.

    13F-HR 0000822581-26-000001 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).

  3. period ended2025-12-31
    13F 15,167 shares
    Change vs previous 13F -11,332 shares

    0.02% of the 13F portfolio, value $1,408,408.

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

    • OPPENHEIMER & CO INC: 15,167 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  4. period ended2025-09-30
    13F 26,499 shares
    Change vs previous 13F +6,269 shares

    0.02% of the 13F portfolio, value $3,300,715.

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

    • OPPENHEIMER & CO INC: 24,216 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,283 shares

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

  5. period ended2025-06-30
    13F 20,230 shares
    Change vs previous 13F +5,346 shares

    0.02% of the 13F portfolio, value $2,662,875.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 14,970 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,260 shares

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

  6. period ended2025-03-31
    13F 14,884 shares
    Change vs previous 13F -7,383 shares

    0.02% of the 13F portfolio, value $1,559,248.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 14,884 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  7. period ended2024-12-31
    13F 22,267 shares
    Change vs previous 13F +326 shares

    0.02% of the 13F portfolio, value $2,417,750.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 20,387 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,880 shares

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

  8. period ended2024-09-30
    13F 21,941 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,343,518.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 19,622 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,319 shares

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