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OPPENHEIMER ASSET MANAGEMENT INC.: RTO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 18,903 RTO 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 18,903 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $540,815.

    13F-HR 0000822581-26-000002 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).

  2. period ended2026-03-31
    13F 18,993 shares
    Change vs previous 13F +695 shares

    0.01% of the 13F portfolio, value $597,900.

    13F-HR 0000822581-26-000001 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).

  3. period ended2025-12-31
    13F 18,298 shares
    Change vs previous 13F +650 shares

    0.01% of the 13F portfolio, value $539,059.

    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 17,648 shares
    Change vs previous 13F -1,406 shares

    0.01% of the 13F portfolio, value $445,612.

    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 19,054 shares
    Change vs previous 13F -13,870 shares

    0.01% of the 13F portfolio, value $457,296.

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

    • OPPENHEIMER & CO INC: 19,054 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  6. period ended2025-03-31
    13F 32,924 shares
    Change vs previous 13F -3,645 shares

    0.01% of the 13F portfolio, value $753,960.

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

    • OPPENHEIMER & CO INC: 19,954 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,970 shares

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

  7. period ended2024-12-31
    13F 36,569 shares
    Change vs previous 13F -42,013 shares

    0.01% of the 13F portfolio, value $925,927.

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

    • OPPENHEIMER & CO INC: 20,412 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,157 shares

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

  8. period ended2024-09-30
    13F 78,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,959,049.

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

    • OPPENHEIMER & CO INC: 55,604 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,978 shares

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