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OPPENHEIMER ASSET MANAGEMENT INC.: ORCL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 219,352 ORCL 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 219,352 shares
    Change vs previous 13F -53,860 shares

    0.17% of the 13F portfolio, value $32,146,036.

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

    • OPPENHEIMER & CO INC: 86,637 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 132,715 shares

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

  2. period ended2026-03-31
    13F 273,212 shares
    Change vs previous 13F -79,044 shares

    0.24% of the 13F portfolio, value $40,192,217.

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

    • OPPENHEIMER & CO INC: 102,513 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 170,699 shares

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

  3. period ended2025-12-31
    13F 352,256 shares
    Change vs previous 13F -21,230 shares

    0.45% of the 13F portfolio, value $68,658,217.

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

    • OPPENHEIMER & CO INC: 85,195 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 267,061 shares

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

  4. period ended2025-09-30
    13F 373,486 shares
    Change vs previous 13F -25,664 shares

    0.61% of the 13F portfolio, value $105,039,203.

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

    • OPPENHEIMER & CO INC: 74,212 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 299,274 shares

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

  5. period ended2025-06-30
    13F 399,150 shares
    Change vs previous 13F -33,513 shares

    0.54% of the 13F portfolio, value $87,266,165.

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

    • OPPENHEIMER & CO INC: 69,693 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 329,457 shares

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

  6. period ended2025-03-31
    13F 432,663 shares
    Change vs previous 13F +49,359 shares

    0.41% of the 13F portfolio, value $60,490,613.

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

    • OPPENHEIMER & CO INC: 70,226 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 362,437 shares

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

  7. period ended2024-12-31
    13F 383,304 shares
    Change vs previous 13F +34,322 shares

    0.43% of the 13F portfolio, value $63,873,779.

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

    • OPPENHEIMER & CO INC: 76,763 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 306,541 shares

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

  8. period ended2024-09-30
    13F 348,982 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $59,466,533.

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

    • OPPENHEIMER & CO INC: 62,522 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 286,460 shares

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