OPPENHEIMER ASSET MANAGEMENT INC.: OWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on OWL, newest first. How the timeline and the estimate are built.
OPPENHEIMER ASSET MANAGEMENT INC. held 285,046 OWL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 285,046 sharesChange vs previous 13F +25,411 shares
0.03% of the 13F portfolio, value $2,494,153.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 259,635 sharesChange vs previous 13F +46,477 shares
0.03% of the 13F portfolio, value $2,370,468.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 213,158 sharesChange vs previous 13F +76,202 shares
0.05% of the 13F portfolio, value $3,184,581.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 136,956 sharesChange vs previous 13F +88,935 shares
0.03% of the 13F portfolio, value $2,318,665.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,021 sharesChange vs previous 13F -27,346 shares
0.01% of the 13F portfolio, value $922,483.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 75,367 sharesChange vs previous 13F +35,718 shares
0.02% of the 13F portfolio, value $1,510,355.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,649 sharesChange vs previous 13F +8,576 shares
0.01% of the 13F portfolio, value $922,236.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,073 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $601,573.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).