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OPPENHEIMER ASSET MANAGEMENT INC.: SGOV position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 541,300 SGOV 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 541,300 shares
    Change vs previous 13F -264,828 shares

    0.29% of the 13F portfolio, value $54,492,670.

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

    • OPPENHEIMER & CO INC: 328,932 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 212,368 shares

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

  2. period ended2026-03-31
    13F 806,128 shares
    Change vs previous 13F +228,622 shares

    0.48% of the 13F portfolio, value $81,144,845.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 262,378 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 543,750 shares

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

  3. period ended2025-12-31
    13F 577,506 shares
    Change vs previous 13F +157,029 shares

    0.38% of the 13F portfolio, value $57,970,052.

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

    • OPPENHEIMER & CO INC: 46,028 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 531,478 shares

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

  4. period ended2025-09-30
    13F 420,477 shares
    Change vs previous 13F +106,783 shares

    0.24% of the 13F portfolio, value $42,342,035.

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

    • OPPENHEIMER & CO INC: 18,128 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 402,349 shares

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

  5. period ended2025-06-30
    13F 313,694 shares
    Change vs previous 13F +198,278 shares

    0.19% of the 13F portfolio, value $31,585,850.

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

    • OPPENHEIMER & CO INC: 20,479 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 293,215 shares

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

  6. period ended2025-03-31
    13F 115,416 shares
    Change vs previous 13F +13,850 shares

    0.08% of the 13F portfolio, value $11,618,928.

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

    • OPPENHEIMER & CO INC: 24,646 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 90,770 shares

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

  7. period ended2024-12-31
    13F 101,566 shares
    Change vs previous 13F -5,407 shares

    0.07% of the 13F portfolio, value $10,189,102.

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

    • OPPENHEIMER & CO INC: 3,436 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 98,130 shares

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

  8. period ended2024-09-30
    13F 106,973 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,774,321.

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

    • OPPENHEIMER & CO INC: 4,632 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 102,341 shares

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