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OPPENHEIMER ASSET MANAGEMENT INC.: SE position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 139,332 SE 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 139,332 shares
    Change vs previous 13F +22,522 shares

    0.14% of the 13F portfolio, value $13,352,185.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT 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 116,810 shares
    Change vs previous 13F +21,255 shares

    0.11% of the 13F portfolio, value $9,673,036.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT 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 95,555 shares
    Change vs previous 13F +13,704 shares

    0.15% of the 13F portfolio, value $12,189,951.

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 95,555 shares

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

  4. period ended2025-09-30
    13F 81,851 shares
    Change vs previous 13F +5,266 shares

    0.08% of the 13F portfolio, value $14,629,230.

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

    • OPPENHEIMER & CO INC: 3,798 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 78,053 shares

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

  5. period ended2025-06-30
    13F 76,585 shares
    Change vs previous 13F -1,136 shares

    0.08% of the 13F portfolio, value $12,249,005.

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

    • OPPENHEIMER & CO INC: 6,110 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 70,475 shares

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

  6. period ended2025-03-31
    13F 77,721 shares
    Change vs previous 13F +11,546 shares

    0.07% of the 13F portfolio, value $10,141,814.

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

    • OPPENHEIMER & CO INC: 2,797 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 74,924 shares

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

  7. period ended2024-12-31
    13F 66,175 shares
    Change vs previous 13F -7,130 shares

    0.09% of the 13F portfolio, value $7,021,168.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT 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 73,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,911,195.

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

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