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OPPENHEIMER ASSET MANAGEMENT INC.: SFM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 10,883 SFM 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 10,883 shares
    Change vs previous 13F -1,095 shares

    0.01% of the 13F portfolio, value $920,484.

    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 11,978 shares
    Change vs previous 13F +5,049 shares

    0.01% of the 13F portfolio, value $923,863.

    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 6,929 shares
    Change vs previous 13F -6,635 shares

    0.01% of the 13F portfolio, value $552,033.

    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.: 6,929 shares

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

  4. period ended2025-09-30
    13F 13,564 shares
    Change vs previous 13F -4,046 shares

    0.01% of the 13F portfolio, value $1,475,763.

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

    • OPPENHEIMER & CO INC: 2,844 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,720 shares

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

  5. period ended2025-06-30
    13F 17,610 shares
    Change vs previous 13F -3,788 shares

    0.02% of the 13F portfolio, value $2,899,309.

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

    • OPPENHEIMER & CO INC: 5,747 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,863 shares

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

  6. period ended2025-03-31
    13F 21,398 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $3,266,191.

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

    • OPPENHEIMER & CO INC: 6,806 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,592 shares

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

  7. period ended2024-12-31
    13F 21,743 shares
    Change vs previous 13F +3,210 shares

    0.02% of the 13F portfolio, value $2,762,884.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 7,316 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,427 shares

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

  8. period ended2024-09-30
    13F 18,533 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,046,228.

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

    • OPPENHEIMER & CO INC: 14,071 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,462 shares

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