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OPPENHEIMER ASSET MANAGEMENT INC.: POWL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 24,572 POWL 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 24,572 shares
    Change vs previous 13F +14,000 shares

    0.04% of the 13F portfolio, value $7,036,438.

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

    • OPPENHEIMER & CO INC: 14,372 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,200 shares

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

  2. period ended2026-03-31
    13F 10,572 shares
    Change vs previous 13F -2,748 shares

    0.03% of the 13F portfolio, value $5,720,298.

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

    • OPPENHEIMER & CO INC: 6,483 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,089 shares

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

  3. period ended2025-12-31
    13F 13,320 shares
    Change vs previous 13F -1,259 shares

    0.03% of the 13F portfolio, value $4,246,149.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 7,482 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,838 shares

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

  4. period ended2025-09-30
    13F 14,579 shares
    Change vs previous 13F -749 shares

    0.03% of the 13F portfolio, value $4,443,824.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 8,294 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 6,285 shares

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

  5. period ended2025-06-30
    13F 15,328 shares
    Change vs previous 13F +5,041 shares

    0.02% of the 13F portfolio, value $3,225,778.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 9,785 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,543 shares

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

  6. period ended2025-03-31
    13F 10,287 shares
    Change vs previous 13F +5,814 shares

    0.01% of the 13F portfolio, value $1,752,185.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 7,138 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,149 shares

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

  7. period ended2024-12-31
    13F 4,473 shares
    Change vs previous 13F -396 shares

    0.01% of the 13F portfolio, value $991,440.

    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 4,869 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,080,869.

    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).