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OPPENHEIMER ASSET MANAGEMENT INC.: PWR position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 103,205 PWR 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 103,205 shares
    Change vs previous 13F -2,295 shares

    0.39% of the 13F portfolio, value $74,311,729.

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

    • OPPENHEIMER & CO INC: 100,263 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,942 shares

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

  2. period ended2026-03-31
    13F 105,500 shares
    Change vs previous 13F +105,500 shares

    0.34% of the 13F portfolio, value $57,921,610.

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

    • OPPENHEIMER & CO INC: 102,510 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,990 shares

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -107,685 shares

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 107,685 shares
    Change vs previous 13F -7,751 shares

    0.26% of the 13F portfolio, value $44,626,818.

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

    • OPPENHEIMER & CO INC: 104,521 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,164 shares

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

  5. period ended2025-06-30
    13F 115,436 shares
    Change vs previous 13F -3,631 shares

    0.58% of the 13F portfolio, value $43,644,043.

    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 119,067 shares
    Change vs previous 13F -8,480 shares

    0.46% of the 13F portfolio, value $30,264,450.

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

    • OPPENHEIMER & CO INC: 119,067 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  7. period ended2024-12-31
    13F 127,547 shares
    Change vs previous 13F -7,553 shares

    0.27% of the 13F portfolio, value $40,311,230.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 126,171 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,376 shares

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

  8. period ended2024-09-30
    13F 135,100 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $40,280,065.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 133,739 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,361 shares

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