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Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: OTIS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 63,055 OTIS 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 63,055 shares
    Change vs previous 13F +47,649 shares

    0.02% of the 13F portfolio, value $4,514,738.

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

    • OPPENHEIMER & CO INC: 42,747 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 20,308 shares

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

  2. period ended2026-03-31
    13F 15,406 shares
    Change vs previous 13F +7,085 shares

    0.01% of the 13F portfolio, value $1,187,495.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,288 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,118 shares

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

  3. period ended2025-12-31
    13F 8,321 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $726,839.

    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 8,259 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $755,120.

    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 8,299 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $821,767.

    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 8,304 shares
    Change vs previous 13F -1,396 shares

    0.01% of the 13F portfolio, value $856,973.

    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 9,700 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $898,317.

    13F-HR 0001085146-25-000778 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).

  8. period ended2024-09-30
    13F 9,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $973,190.

    13F-HR 0001085146-24-005360 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).