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OPPENHEIMER ASSET MANAGEMENT INC.: PM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 252,692 PM 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 252,692 shares
    Change vs previous 13F -12,487 shares

    0.24% of the 13F portfolio, value $45,714,509.

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

    • OPPENHEIMER & CO INC: 58,686 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 194,006 shares

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

  2. period ended2026-03-31
    13F 265,179 shares
    Change vs previous 13F +1,391 shares

    0.26% of the 13F portfolio, value $43,844,695.

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

    • OPPENHEIMER & CO INC: 62,836 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 202,343 shares

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

  3. period ended2025-12-31
    13F 263,788 shares
    Change vs previous 13F -8,327 shares

    0.28% of the 13F portfolio, value $42,311,596.

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

    • OPPENHEIMER & CO INC: 71,754 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 192,034 shares

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

  4. period ended2025-09-30
    13F 272,115 shares
    Change vs previous 13F -4,194 shares

    0.26% of the 13F portfolio, value $44,137,053.

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

    • OPPENHEIMER & CO INC: 85,887 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 186,228 shares

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

  5. period ended2025-06-30
    13F 276,309 shares
    Change vs previous 13F -11,105 shares

    0.31% of the 13F portfolio, value $50,324,160.

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

    • OPPENHEIMER & CO INC: 88,312 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 187,997 shares

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

  6. period ended2025-03-31
    13F 287,414 shares
    Change vs previous 13F -45,200 shares

    0.31% of the 13F portfolio, value $45,621,225.

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

    • OPPENHEIMER & CO INC: 86,388 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 201,026 shares

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

  7. period ended2024-12-31
    13F 332,614 shares
    Change vs previous 13F -5,787 shares

    0.27% of the 13F portfolio, value $40,030,096.

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

    • OPPENHEIMER & CO INC: 82,469 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 250,145 shares

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

  8. period ended2024-09-30
    13F 338,401 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $41,081,882.

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

    • OPPENHEIMER & CO INC: 85,314 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 253,087 shares

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