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OPPENHEIMER ASSET MANAGEMENT INC.: MOD position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 47,093 MOD 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 47,093 shares
    Change vs previous 13F +7,027 shares

    0.07% of the 13F portfolio, value $12,574,774.

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

    • OPPENHEIMER & CO INC: 35,289 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,804 shares

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

  2. period ended2026-03-31
    13F 40,066 shares
    Change vs previous 13F -26,620 shares

    0.05% of the 13F portfolio, value $8,682,702.

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

    • OPPENHEIMER & CO INC: 26,890 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 13,176 shares

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

  3. period ended2025-12-31
    13F 66,686 shares
    Change vs previous 13F -13,313 shares

    0.06% of the 13F portfolio, value $8,903,247.

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

    • OPPENHEIMER & CO INC: 28,749 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 37,937 shares

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

  4. period ended2025-09-30
    13F 79,999 shares
    Change vs previous 13F -4,078 shares

    0.07% of the 13F portfolio, value $11,372,657.

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

    • OPPENHEIMER & CO INC: 31,810 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 48,189 shares

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

  5. period ended2025-06-30
    13F 84,077 shares
    Change vs previous 13F -385 shares

    0.05% of the 13F portfolio, value $8,281,586.

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

    • OPPENHEIMER & CO INC: 41,207 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 42,870 shares

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

  6. period ended2025-03-31
    13F 84,462 shares
    Change vs previous 13F +12,040 shares

    0.04% of the 13F portfolio, value $6,482,459.

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

    • OPPENHEIMER & CO INC: 46,034 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 38,428 shares

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

  7. period ended2024-12-31
    13F 72,422 shares
    Change vs previous 13F +17,768 shares

    0.06% of the 13F portfolio, value $8,395,883.

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

    • OPPENHEIMER & CO INC: 49,892 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,530 shares

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

  8. period ended2024-09-30
    13F 54,654 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,257,504.

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

    • OPPENHEIMER & CO INC: 41,069 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 13,585 shares

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