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OPPENHEIMER ASSET MANAGEMENT INC.: STEP position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 13,863 STEP 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 13,863 shares
    Change vs previous 13F +2,063 shares

    <0.01% of the 13F portfolio, value $573,374.

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

    • OPPENHEIMER & CO INC: 5,142 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,721 shares

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

  2. period ended2026-03-31
    13F 11,800 shares
    Change vs previous 13F +2,013 shares

    <0.01% of the 13F portfolio, value $563,096.

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

    • OPPENHEIMER & CO INC: 4,416 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,384 shares

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

  3. period ended2025-12-31
    13F 9,787 shares
    Change vs previous 13F -1,112 shares

    0.01% of the 13F portfolio, value $628,032.

    13F-HR 0001085146-26-000133 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).

  4. period ended2025-09-30
    13F 10,899 shares
    Change vs previous 13F +649 shares

    0.01% of the 13F portfolio, value $711,814.

    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 10,250 shares
    Change vs previous 13F -17,653 shares

    0.01% of the 13F portfolio, value $568,875.

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

    • OPPENHEIMER & CO INC: 0 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,250 shares

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

  6. period ended2025-03-31
    13F 27,903 shares
    Change vs previous 13F -3,771 shares

    0.01% of the 13F portfolio, value $1,457,374.

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

    • OPPENHEIMER & CO INC: 4,012 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,891 shares

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

  7. period ended2024-12-31
    13F 31,674 shares
    Change vs previous 13F +3,466 shares

    0.01% of the 13F portfolio, value $1,833,292.

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

    • OPPENHEIMER & CO INC: 6,712 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 24,962 shares

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

  8. period ended2024-09-30
    13F 28,208 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,603,061.

    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).