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OPPENHEIMER ASSET MANAGEMENT INC.: NSA position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 0 NSA shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,638 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,638 shares
    Change vs previous 13F -70,608 shares

    <0.01% of the 13F portfolio, value $200,600.

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

    • OPPENHEIMER & CO INC: 6,638 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  3. period ended2025-06-30
    13F 77,246 shares
    Change vs previous 13F -20,645 shares

    0.02% of the 13F portfolio, value $2,471,099.

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

    • OPPENHEIMER & CO INC: 7,673 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 69,573 shares

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

  4. period ended2025-03-31
    13F 97,891 shares
    Change vs previous 13F -3,089 shares

    0.03% of the 13F portfolio, value $3,856,905.

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

    • OPPENHEIMER & CO INC: 7,123 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 90,768 shares

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

  5. period ended2024-12-31
    13F 100,980 shares
    Change vs previous 13F +11,590 shares

    0.03% of the 13F portfolio, value $3,828,151.

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

    • OPPENHEIMER & CO INC: 11,128 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 89,852 shares

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

  6. period ended2024-09-30
    13F 89,390 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,308,599.

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

    • OPPENHEIMER & CO INC: 7,193 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 82,197 shares

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