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OPPENHEIMER ASSET MANAGEMENT INC.: IWB position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 4,413 IWB 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 4,413 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $1,807,124.

    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 4,488 shares
    Change vs previous 13F -13,789 shares

    0.02% of the 13F portfolio, value $1,600,241.

    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 18,277 shares
    Change vs previous 13F +13,426 shares

    0.1% of the 13F portfolio, value $6,825,363.

    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 4,851 shares
    Change vs previous 13F -194 shares

    0.02% of the 13F portfolio, value $1,772,943.

    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 5,045 shares
    Change vs previous 13F +914 shares

    0.02% of the 13F portfolio, value $1,713,131.

    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 4,131 shares
    Change vs previous 13F +174 shares

    0.02% of the 13F portfolio, value $1,267,143.

    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 3,957 shares
    Change vs previous 13F +63 shares

    0.02% of the 13F portfolio, value $1,274,787.

    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 3,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,224,235.

    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).