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OPPENHEIMER ASSET MANAGEMENT INC.: SPHB position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 4,390 SPHB 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 4,390 shares
    Change vs previous 13F +1,255 shares

    <0.01% of the 13F portfolio, value $683,040.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 1,849 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,541 shares

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

  2. period ended2026-03-31
    13F 3,135 shares
    Change vs previous 13F -423 shares

    <0.01% of the 13F portfolio, value $363,503.

    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 3,558 shares
    Change vs previous 13F -2,176 shares

    0.01% of the 13F portfolio, value $416,179.

    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.: 3,558 shares

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

  4. period ended2025-09-30
    13F 5,734 shares
    Change vs previous 13F +1,964 shares

    <0.01% of the 13F portfolio, value $629,593.

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

    • OPPENHEIMER & CO INC: 2,106 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,628 shares

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

  5. period ended2025-06-30
    13F 3,770 shares
    Change vs previous 13F -830 shares

    <0.01% of the 13F portfolio, value $367,688.

    13F-HR 0001085146-25-004405 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).

  6. period ended2025-03-31
    13F 4,600 shares
    Change vs previous 13F -3,788 shares

    <0.01% of the 13F portfolio, value $359,996.

    13F-HR 0001085146-25-002235 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.: 4,600 shares

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

  7. period ended2024-12-31
    13F 8,388 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $743,596.

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

    • OPPENHEIMER & CO INC: 2,752 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,636 shares

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

  8. period ended2024-09-30
    13F 8,645 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $771,306.

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

    • OPPENHEIMER & CO INC: 2,243 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 6,402 shares

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