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OPPENHEIMER ASSET MANAGEMENT INC.: NWG position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 223,217 NWG 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 223,217 shares
    Change vs previous 13F -75,424 shares

    0.02% of the 13F portfolio, value $3,935,316.

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

    • OPPENHEIMER & CO INC: 55,581 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 167,636 shares

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

  2. period ended2026-03-31
    13F 298,641 shares
    Change vs previous 13F +47,565 shares

    0.03% of the 13F portfolio, value $4,449,751.

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

    • OPPENHEIMER & CO INC: 57,329 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 241,312 shares

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

  3. period ended2025-12-31
    13F 251,076 shares
    Change vs previous 13F -151 shares

    0.03% of the 13F portfolio, value $4,393,831.

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

    • OPPENHEIMER & CO INC: 58,794 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 192,282 shares

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

  4. period ended2025-09-30
    13F 251,227 shares
    Change vs previous 13F +56,496 shares

    0.02% of the 13F portfolio, value $3,554,863.

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

    • OPPENHEIMER & CO INC: 59,025 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 192,202 shares

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

  5. period ended2025-06-30
    13F 194,731 shares
    Change vs previous 13F +100,072 shares

    0.02% of the 13F portfolio, value $2,755,444.

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

    • OPPENHEIMER & CO INC: 48,013 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 146,718 shares

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

  6. period ended2025-03-31
    13F 94,659 shares
    Change vs previous 13F +52,093 shares

    0.01% of the 13F portfolio, value $1,128,335.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT 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 42,566 shares
    Change vs previous 13F -23,147 shares

    0.01% of the 13F portfolio, value $432,896.

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

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

  8. period ended2024-09-30
    13F 65,713 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $615,074.

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

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