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OPPENHEIMER ASSET MANAGEMENT INC.: S position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 197,425 S 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 197,425 shares
    Change vs previous 13F -28,964 shares

    0.04% of the 13F portfolio, value $3,350,302.

    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 226,389 shares
    Change vs previous 13F +10,520 shares

    0.04% of the 13F portfolio, value $2,915,890.

    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 215,869 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $3,238,035.

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

    • OPPENHEIMER & CO INC: 215,869 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  4. period ended2025-09-30
    13F 216,891 shares
    Change vs previous 13F +116,618 shares

    0.02% of the 13F portfolio, value $3,819,450.

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

    • OPPENHEIMER & CO INC: 204,021 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,870 shares

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

  5. period ended2025-06-30
    13F 100,273 shares
    Change vs previous 13F +36,314 shares

    0.01% of the 13F portfolio, value $1,832,990.

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

    • OPPENHEIMER & CO INC: 86,276 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 13,997 shares

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

  6. period ended2025-03-31
    13F 63,959 shares
    Change vs previous 13F +19,145 shares

    0.01% of the 13F portfolio, value $1,162,774.

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

    • OPPENHEIMER & CO INC: 51,041 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,918 shares

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

  7. period ended2024-12-31
    13F 44,814 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $994,870.

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

    • OPPENHEIMER & CO INC: 33,032 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,782 shares

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

  8. period ended2024-09-30
    13F 43,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,046,405.

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

    • OPPENHEIMER & CO INC: 34,351 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,395 shares

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