OPPENHEIMER ASSET MANAGEMENT INC.: SPHD position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 95,503 SPHD 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 95,503 shares
Change vs previous 13F -896 shares
0.03% of the 13F portfolio, value $4,855,372.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 88,660 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 6,843 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 96,399 shares
Change vs previous 13F -643 shares
0.03% of the 13F portfolio, value $4,782,354.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 89,728 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 6,671 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 97,042 shares
Change vs previous 13F -4,708 shares
0.03% of the 13F portfolio, value $4,658,016.
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: 89,603 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 7,439 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 101,750 shares
Change vs previous 13F +1,401 shares
0.03% of the 13F portfolio, value $5,031,538.
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: 94,413 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 7,337 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 100,349 shares
Change vs previous 13F +2,190 shares
0.03% of the 13F portfolio, value $4,772,598.
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: 93,025 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 7,324 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 98,159 shares
Change vs previous 13F +5,034 shares
0.03% of the 13F portfolio, value $4,930,526.
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: 90,841 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 7,318 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 93,125 shares
Change vs previous 13F +913 shares
0.03% of the 13F portfolio, value $4,498,869.
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: 86,612 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 6,513 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 92,212 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $4,663,161.
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: 85,702 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 6,510 shares
Acceptance time not in the bulk data set (spec §4.2).