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OPPENHEIMER ASSET MANAGEMENT INC.: IWF position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 792,037 IWF 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 792,037 shares
    Change vs previous 13F +601,909 shares

    0.52% of the 13F portfolio, value $98,347,233.

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

    • OPPENHEIMER & CO INC: 658,202 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 133,835 shares

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

  2. period ended2026-03-31
    13F 190,128 shares
    Change vs previous 13F -46,436 shares

    0.48% of the 13F portfolio, value $81,070,579.

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

    • OPPENHEIMER & CO INC: 156,230 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 33,898 shares

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

  3. period ended2025-12-31
    13F 236,564 shares
    Change vs previous 13F +102,193 shares

    0.74% of the 13F portfolio, value $111,965,742.

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

    • OPPENHEIMER & CO INC: 155,569 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 80,995 shares

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

  4. period ended2025-09-30
    13F 134,371 shares
    Change vs previous 13F -1,902 shares

    0.36% of the 13F portfolio, value $62,940,719.

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

    • OPPENHEIMER & CO INC: 111,063 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,308 shares

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

  5. period ended2025-06-30
    13F 136,273 shares
    Change vs previous 13F +8,363 shares

    0.36% of the 13F portfolio, value $57,858,792.

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

    • OPPENHEIMER & CO INC: 111,953 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 24,320 shares

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

  6. period ended2025-03-31
    13F 127,910 shares
    Change vs previous 13F -35,859 shares

    0.31% of the 13F portfolio, value $46,187,021.

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

    • OPPENHEIMER & CO INC: 97,663 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 30,247 shares

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

  7. period ended2024-12-31
    13F 163,769 shares
    Change vs previous 13F +47,813 shares

    0.44% of the 13F portfolio, value $65,766,355.

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

    • OPPENHEIMER & CO INC: 99,670 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 64,099 shares

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

  8. period ended2024-09-30
    13F 115,956 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $43,527,564.

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

    • OPPENHEIMER & CO INC: 97,283 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,673 shares

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