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OPPENHEIMER ASSET MANAGEMENT INC.: SPYI position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 89,905 SPYI 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 89,905 shares
    Change vs previous 13F +21,411 shares

    0.03% of the 13F portfolio, value $4,773,056.

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

    • OPPENHEIMER & CO INC: 64,972 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 24,933 shares

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

  2. period ended2026-03-31
    13F 68,494 shares
    Change vs previous 13F +2,674 shares

    0.02% of the 13F portfolio, value $3,381,549.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 45,941 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,553 shares

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

  3. period ended2025-12-31
    13F 65,820 shares
    Change vs previous 13F +3,163 shares

    0.02% of the 13F portfolio, value $3,457,524.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 38,865 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 26,955 shares

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

  4. period ended2025-09-30
    13F 62,657 shares
    Change vs previous 13F +22,517 shares

    0.02% of the 13F portfolio, value $3,276,961.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 46,003 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,654 shares

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

  5. period ended2025-06-30
    13F 40,140 shares
    Change vs previous 13F +28,551 shares

    0.01% of the 13F portfolio, value $2,019,845.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 27,465 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,675 shares

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

  6. period ended2025-03-31
    13F 11,589 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $554,997.

    13F-HR 0001085146-25-002235 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).