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OPPENHEIMER ASSET MANAGEMENT INC.: MTN position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 11,950 MTN 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 11,950 shares
    Change vs previous 13F -7,706 shares

    0.02% of the 13F portfolio, value $1,626,993.

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

    • OPPENHEIMER & CO INC: 11,950 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  2. period ended2026-03-31
    13F 19,656 shares
    Change vs previous 13F +3,035 shares

    0.01% of the 13F portfolio, value $2,522,258.

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

    • OPPENHEIMER & CO INC: 17,571 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,085 shares

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

  3. period ended2025-12-31
    13F 16,621 shares
    Change vs previous 13F -5,933 shares

    0.01% of the 13F portfolio, value $2,207,268.

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

    • OPPENHEIMER & CO INC: 14,678 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,943 shares

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

  4. period ended2025-09-30
    13F 22,554 shares
    Change vs previous 13F +2,082 shares

    0.02% of the 13F portfolio, value $3,373,402.

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

    • OPPENHEIMER & CO INC: 20,577 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,977 shares

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

  5. period ended2025-06-30
    13F 20,472 shares
    Change vs previous 13F -3,492 shares

    0.04% of the 13F portfolio, value $3,216,765.

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

    • OPPENHEIMER & CO INC: 20,472 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  6. period ended2025-03-31
    13F 23,964 shares
    Change vs previous 13F -281 shares

    0.03% of the 13F portfolio, value $3,834,719.

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

    • OPPENHEIMER & CO INC: 20,870 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,094 shares

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

  7. period ended2024-12-31
    13F 24,245 shares
    Change vs previous 13F +951 shares

    0.03% of the 13F portfolio, value $4,544,725.

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

    • OPPENHEIMER & CO INC: 21,329 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,916 shares

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

  8. period ended2024-09-30
    13F 23,294 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,059,911.

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

    • OPPENHEIMER & CO INC: 20,343 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,951 shares

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