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OPPENHEIMER ASSET MANAGEMENT INC.: IWM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 203,903 IWM 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 203,903 shares
    Change vs previous 13F +38,065 shares

    0.32% of the 13F portfolio, value $61,262,656.

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

    • OPPENHEIMER & CO INC: 32,191 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 171,712 shares

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

  2. period ended2026-03-31
    13F 165,838 shares
    Change vs previous 13F +38,968 shares

    0.24% of the 13F portfolio, value $41,127,824.

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

    • OPPENHEIMER & CO INC: 34,002 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 131,836 shares

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

  3. period ended2025-12-31
    13F 126,870 shares
    Change vs previous 13F +21,491 shares

    0.21% of the 13F portfolio, value $31,230,319.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 35,380 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 91,490 shares

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

  4. period ended2025-09-30
    13F 105,379 shares
    Change vs previous 13F -14,624 shares

    0.15% of the 13F portfolio, value $25,497,503.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 23,783 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 81,596 shares

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

  5. period ended2025-06-30
    13F 120,003 shares
    Change vs previous 13F -25,928 shares

    0.16% of the 13F portfolio, value $25,895,448.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 36,173 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 83,830 shares

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

  6. period ended2025-03-31
    13F 145,931 shares
    Change vs previous 13F -3,744 shares

    0.2% of the 13F portfolio, value $29,111,775.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 44,700 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 101,231 shares

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

  7. period ended2024-12-31
    13F 149,675 shares
    Change vs previous 13F +13,055 shares

    0.22% of the 13F portfolio, value $33,072,188.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 37,135 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 112,540 shares

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

  8. period ended2024-09-30
    13F 136,620 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $30,177,992.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 40,938 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 95,682 shares

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