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OPPENHEIMER ASSET MANAGEMENT INC.: NDAQ position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 75,650 NDAQ 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 75,650 shares
    Change vs previous 13F -4,314 shares

    0.03% of the 13F portfolio, value $5,962,733.

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

    • OPPENHEIMER & CO INC: 7,731 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 67,919 shares

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

  2. period ended2026-03-31
    13F 79,964 shares
    Change vs previous 13F -1,405 shares

    0.04% of the 13F portfolio, value $6,788,144.

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

    • OPPENHEIMER & CO INC: 11,190 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 68,774 shares

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

  3. period ended2025-12-31
    13F 81,369 shares
    Change vs previous 13F -2,518 shares

    0.05% of the 13F portfolio, value $7,903,371.

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

    • OPPENHEIMER & CO INC: 12,515 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 68,854 shares

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

  4. period ended2025-09-30
    13F 83,887 shares
    Change vs previous 13F +7,915 shares

    0.04% of the 13F portfolio, value $7,419,806.

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

    • OPPENHEIMER & CO INC: 15,691 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 68,196 shares

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

  5. period ended2025-06-30
    13F 75,972 shares
    Change vs previous 13F +18,745 shares

    0.04% of the 13F portfolio, value $6,793,417.

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

    • OPPENHEIMER & CO INC: 7,774 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 68,198 shares

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

  6. period ended2025-03-31
    13F 57,227 shares
    Change vs previous 13F +38,279 shares

    0.03% of the 13F portfolio, value $4,341,240.

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

    • OPPENHEIMER & CO INC: 9,920 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 47,307 shares

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

  7. period ended2024-12-31
    13F 18,948 shares
    Change vs previous 13F +6,619 shares

    0.01% of the 13F portfolio, value $1,464,869.

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

    • OPPENHEIMER & CO INC: 15,295 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,653 shares

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

  8. period ended2024-09-30
    13F 12,329 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $900,140.

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

    • OPPENHEIMER & CO INC: 8,545 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,784 shares

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