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OPPENHEIMER ASSET MANAGEMENT INC.: ST position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 147,347 ST 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 147,347 shares
    Change vs previous 13F -1,424 shares

    0.04% of the 13F portfolio, value $7,034,346.

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

    • OPPENHEIMER & CO INC: 35,834 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 111,513 shares

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

  2. period ended2026-03-31
    13F 148,771 shares
    Change vs previous 13F -1,401 shares

    0.03% of the 13F portfolio, value $5,239,716.

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

    • OPPENHEIMER & CO INC: 8,557 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 140,214 shares

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

  3. period ended2025-12-31
    13F 150,172 shares
    Change vs previous 13F +29,259 shares

    0.03% of the 13F portfolio, value $4,999,226.

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

    • OPPENHEIMER & CO INC: 8,093 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 142,079 shares

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

  4. period ended2025-09-30
    13F 120,913 shares
    Change vs previous 13F -4,832 shares

    0.04% of the 13F portfolio, value $3,693,892.

    13F-HR 0001085146-25-005973 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).

  5. period ended2025-06-30
    13F 125,745 shares
    Change vs previous 13F -42,467 shares

    0.04% of the 13F portfolio, value $3,786,182.

    13F-HR 0001085146-25-004405 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).

  6. period ended2025-03-31
    13F 168,212 shares
    Change vs previous 13F +22,177 shares

    0.05% of the 13F portfolio, value $4,082,505.

    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).

  7. period ended2024-12-31
    13F 146,035 shares
    Change vs previous 13F -206,453 shares

    0.05% of the 13F portfolio, value $4,001,359.

    13F-HR 0001085146-25-000777 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).

  8. period ended2024-09-30
    13F 352,488 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,640,220.

    13F-HR 0001085146-24-005361 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).