OPPENHEIMER ASSET MANAGEMENT INC.: SHY position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 151,750 SHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 151,750 shares
Change vs previous 13F -8,827 shares
0.07% of the 13F portfolio, value $12,460,193.
13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 66,578 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 85,172 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 160,577 shares
Change vs previous 13F -118,729 shares
0.08% of the 13F portfolio, value $13,258,843.
13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 72,424 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 88,153 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 279,306 shares
Change vs previous 13F +97,534 shares
0.15% of the 13F portfolio, value $23,132,123.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 207,479 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 71,827 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 181,772 shares
Change vs previous 13F +5,096 shares
0.09% of the 13F portfolio, value $15,079,805.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 103,033 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 78,739 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 176,676 shares
Change vs previous 13F +34,133 shares
0.09% of the 13F portfolio, value $14,639,374.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 95,382 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 81,294 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 142,543 shares
Change vs previous 13F -9,532 shares
0.08% of the 13F portfolio, value $11,792,582.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 87,551 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 54,992 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 152,075 shares
Change vs previous 13F -8,919 shares
0.08% of the 13F portfolio, value $12,467,109.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 97,373 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 54,702 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 160,994 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $13,386,651.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 105,875 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 55,119 shares
Acceptance time not in the bulk data set (spec §4.2).