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OPPENHEIMER ASSET MANAGEMENT INC.: NU position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 94,902 NU 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 94,902 shares
    Change vs previous 13F +11,912 shares

    0.01% of the 13F portfolio, value $1,267,891.

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

    • OPPENHEIMER & CO INC: 83,134 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,768 shares

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

  2. period ended2026-03-31
    13F 82,990 shares
    Change vs previous 13F +6,856 shares

    0.01% of the 13F portfolio, value $1,192,566.

    13F-HR 0000822581-26-000001 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).

  3. period ended2025-12-31
    13F 76,134 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $1,274,483.

    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).

  4. period ended2025-09-30
    13F 76,008 shares
    Change vs previous 13F +4,637 shares

    0.01% of the 13F portfolio, value $1,216,888.

    13F-HR 0000822581-25-000003 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).

  5. period ended2025-06-30
    13F 71,371 shares
    Change vs previous 13F +4,388 shares

    0.01% of the 13F portfolio, value $979,210.

    13F-HR 0001085146-25-004369 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).

  6. period ended2025-03-31
    13F 66,983 shares
    Change vs previous 13F +7,556 shares

    0.01% of the 13F portfolio, value $685,906.

    13F-HR 0001085146-25-002234 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).

  7. period ended2024-12-31
    13F 59,427 shares
    Change vs previous 13F +14,175 shares

    0.01% of the 13F portfolio, value $615,664.

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

    • OPPENHEIMER & CO INC: 59,427 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  8. period ended2024-09-30
    13F 45,252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $617,690.

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

    • OPPENHEIMER & CO INC: 22,163 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,089 shares

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