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OPPENHEIMER ASSET MANAGEMENT INC.: J position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 69,387 J 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 69,387 shares
    Change vs previous 13F -1,915 shares

    0.05% of the 13F portfolio, value $8,742,762.

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

    • OPPENHEIMER & CO INC: 38,254 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,133 shares

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

  2. period ended2026-03-31
    13F 71,302 shares
    Change vs previous 13F -19,381 shares

    0.05% of the 13F portfolio, value $9,075,318.

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

    • OPPENHEIMER & CO INC: 37,969 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 33,333 shares

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

  3. period ended2025-12-31
    13F 90,683 shares
    Change vs previous 13F +2,685 shares

    0.08% of the 13F portfolio, value $12,011,870.

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

    • OPPENHEIMER & CO INC: 42,304 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,379 shares

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

  4. period ended2025-09-30
    13F 87,998 shares
    Change vs previous 13F -143 shares

    0.08% of the 13F portfolio, value $13,187,381.

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

    • OPPENHEIMER & CO INC: 39,116 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,882 shares

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

  5. period ended2025-06-30
    13F 88,141 shares
    Change vs previous 13F -5,307 shares

    0.07% of the 13F portfolio, value $11,586,135.

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

    • OPPENHEIMER & CO INC: 39,236 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,905 shares

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

  6. period ended2025-03-31
    13F 93,448 shares
    Change vs previous 13F +4,568 shares

    0.08% of the 13F portfolio, value $11,296,929.

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

    • OPPENHEIMER & CO INC: 45,015 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,433 shares

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

  7. period ended2024-12-31
    13F 88,880 shares
    Change vs previous 13F +10,314 shares

    0.08% of the 13F portfolio, value $11,876,145.

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

    • OPPENHEIMER & CO INC: 45,104 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 43,776 shares

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

  8. period ended2024-09-30
    13F 78,566 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,284,289.

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

    • OPPENHEIMER & CO INC: 45,617 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 32,949 shares

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