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OPPENHEIMER ASSET MANAGEMENT INC.: SRE position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 245,956 SRE 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 245,956 shares
    Change vs previous 13F +752 shares

    0.12% of the 13F portfolio, value $22,802,580.

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

    • OPPENHEIMER & CO INC: 40,419 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 205,537 shares

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

  2. period ended2026-03-31
    13F 245,204 shares
    Change vs previous 13F +7,363 shares

    0.14% of the 13F portfolio, value $23,826,474.

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

    • OPPENHEIMER & CO INC: 40,014 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 205,190 shares

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

  3. period ended2025-12-31
    13F 237,841 shares
    Change vs previous 13F -21,130 shares

    0.14% of the 13F portfolio, value $20,998,982.

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

    • OPPENHEIMER & CO INC: 33,737 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 204,104 shares

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

  4. period ended2025-09-30
    13F 258,971 shares
    Change vs previous 13F +4,486 shares

    0.13% of the 13F portfolio, value $23,302,210.

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

    • OPPENHEIMER & CO INC: 35,204 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 223,767 shares

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

  5. period ended2025-06-30
    13F 254,485 shares
    Change vs previous 13F +1,374 shares

    0.12% of the 13F portfolio, value $19,282,329.

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

    • OPPENHEIMER & CO INC: 34,995 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 219,490 shares

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

  6. period ended2025-03-31
    13F 253,111 shares
    Change vs previous 13F +17,341 shares

    0.12% of the 13F portfolio, value $18,062,001.

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

    • OPPENHEIMER & CO INC: 35,792 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 217,319 shares

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

  7. period ended2024-12-31
    13F 235,770 shares
    Change vs previous 13F -421 shares

    0.14% of the 13F portfolio, value $20,681,745.

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

    • OPPENHEIMER & CO INC: 45,647 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 190,123 shares

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

  8. period ended2024-09-30
    13F 236,191 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,752,653.

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

    • OPPENHEIMER & CO INC: 37,172 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 199,019 shares

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