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OPPENHEIMER ASSET MANAGEMENT INC.: SSNC position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 163,422 SSNC 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 163,422 shares
    Change vs previous 13F +120,798 shares

    0.05% of the 13F portfolio, value $10,140,337.

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

    • OPPENHEIMER & CO INC: 16,096 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 147,326 shares

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

  2. period ended2026-03-31
    13F 42,624 shares
    Change vs previous 13F -9,956 shares

    0.02% of the 13F portfolio, value $2,880,104.

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

    • OPPENHEIMER & CO INC: 10,642 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,982 shares

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

  3. period ended2025-12-31
    13F 52,580 shares
    Change vs previous 13F +24,266 shares

    0.03% of the 13F portfolio, value $4,596,544.

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

    • OPPENHEIMER & CO INC: 10,604 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 41,976 shares

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

  4. period ended2025-09-30
    13F 28,314 shares
    Change vs previous 13F -676 shares

    0.01% of the 13F portfolio, value $2,513,151.

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

    • OPPENHEIMER & CO INC: 9,463 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,851 shares

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

  5. period ended2025-06-30
    13F 28,990 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $2,400,372.

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

    • OPPENHEIMER & CO INC: 9,098 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,892 shares

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

  6. period ended2025-03-31
    13F 29,053 shares
    Change vs previous 13F -11,948 shares

    0.02% of the 13F portfolio, value $2,426,798.

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

    • OPPENHEIMER & CO INC: 9,173 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,880 shares

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

  7. period ended2024-12-31
    13F 41,001 shares
    Change vs previous 13F -2,196 shares

    0.02% of the 13F portfolio, value $3,107,056.

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

    • OPPENHEIMER & CO INC: 8,965 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 32,036 shares

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

  8. period ended2024-09-30
    13F 43,197 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,205,649.

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

    • OPPENHEIMER & CO INC: 8,965 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 34,232 shares

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