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OPPENHEIMER ASSET MANAGEMENT INC.: IVW position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 109,493 IVW 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 109,493 shares
    Change vs previous 13F +336 shares

    0.08% of the 13F portfolio, value $15,058,572.

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

    • OPPENHEIMER & CO INC: 104,076 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,417 shares

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

  2. period ended2026-03-31
    13F 109,157 shares
    Change vs previous 13F +11,371 shares

    0.07% of the 13F portfolio, value $12,346,748.

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

    • OPPENHEIMER & CO INC: 103,694 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,463 shares

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

  3. period ended2025-12-31
    13F 97,786 shares
    Change vs previous 13F -595 shares

    0.08% of the 13F portfolio, value $12,053,103.

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

    • OPPENHEIMER & CO INC: 92,711 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,075 shares

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

  4. period ended2025-09-30
    13F 98,381 shares
    Change vs previous 13F +15,390 shares

    0.07% of the 13F portfolio, value $11,876,555.

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

    • OPPENHEIMER & CO INC: 91,198 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,183 shares

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

  5. period ended2025-06-30
    13F 82,991 shares
    Change vs previous 13F +2,316 shares

    0.06% of the 13F portfolio, value $9,137,309.

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

    • OPPENHEIMER & CO INC: 74,220 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,771 shares

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

  6. period ended2025-03-31
    13F 80,675 shares
    Change vs previous 13F +821 shares

    0.05% of the 13F portfolio, value $7,489,060.

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

    • OPPENHEIMER & CO INC: 72,858 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,817 shares

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

  7. period ended2024-12-31
    13F 79,854 shares
    Change vs previous 13F -2,850 shares

    0.05% of the 13F portfolio, value $8,107,577.

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

    • OPPENHEIMER & CO INC: 71,837 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,017 shares

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

  8. period ended2024-09-30
    13F 82,704 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,918,908.

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

    • OPPENHEIMER & CO INC: 71,845 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,859 shares

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