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OPPENHEIMER ASSET MANAGEMENT INC.: SPOT position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 22,604 SPOT 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 22,604 shares
    Change vs previous 13F +9,526 shares

    0.05% of the 13F portfolio, value $10,378,174.

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

    • OPPENHEIMER & CO INC: 1,448 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,156 shares

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

  2. period ended2026-03-31
    13F 13,078 shares
    Change vs previous 13F +469 shares

    0.04% of the 13F portfolio, value $6,341,653.

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

    • OPPENHEIMER & CO INC: 2,037 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 11,041 shares

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

  3. period ended2025-12-31
    13F 12,609 shares
    Change vs previous 13F +419 shares

    0.05% of the 13F portfolio, value $7,322,171.

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

    • OPPENHEIMER & CO INC: 2,035 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,574 shares

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

  4. period ended2025-09-30
    13F 12,190 shares
    Change vs previous 13F +610 shares

    0.05% of the 13F portfolio, value $8,508,620.

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

    • OPPENHEIMER & CO INC: 2,474 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,716 shares

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

  5. period ended2025-06-30
    13F 11,580 shares
    Change vs previous 13F +853 shares

    0.05% of the 13F portfolio, value $8,885,796.

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

    • OPPENHEIMER & CO INC: 2,300 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,280 shares

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

  6. period ended2025-03-31
    13F 10,727 shares
    Change vs previous 13F +2,947 shares

    0.04% of the 13F portfolio, value $5,900,172.

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

    • OPPENHEIMER & CO INC: 2,863 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,864 shares

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

  7. period ended2024-12-31
    13F 7,780 shares
    Change vs previous 13F +3,763 shares

    0.02% of the 13F portfolio, value $3,480,616.

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

    • OPPENHEIMER & CO INC: 459 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,321 shares

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

  8. period ended2024-09-30
    13F 4,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,480,384.

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

    • OPPENHEIMER & CO INC: 544 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,473 shares

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