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OPPENHEIMER ASSET MANAGEMENT INC.: STZ position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 104,755 STZ 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 104,755 shares
    Change vs previous 13F -914 shares

    0.08% of the 13F portfolio, value $14,570,373.

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

    • OPPENHEIMER & CO INC: 9,809 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,946 shares

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

  2. period ended2026-03-31
    13F 105,669 shares
    Change vs previous 13F +27,255 shares

    0.09% of the 13F portfolio, value $15,850,350.

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

    • OPPENHEIMER & CO INC: 11,395 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 94,274 shares

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

  3. period ended2025-12-31
    13F 78,414 shares
    Change vs previous 13F -13,524 shares

    0.07% of the 13F portfolio, value $10,817,996.

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

    • OPPENHEIMER & CO INC: 15,052 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 63,362 shares

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

  4. period ended2025-09-30
    13F 91,938 shares
    Change vs previous 13F +57,517 shares

    0.07% of the 13F portfolio, value $12,381,291.

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

    • OPPENHEIMER & CO INC: 18,615 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 73,323 shares

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

  5. period ended2025-06-30
    13F 34,421 shares
    Change vs previous 13F +6,108 shares

    0.03% of the 13F portfolio, value $5,599,608.

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

    • OPPENHEIMER & CO INC: 17,361 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,060 shares

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

  6. period ended2025-03-31
    13F 28,313 shares
    Change vs previous 13F +7,558 shares

    0.04% of the 13F portfolio, value $5,196,002.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 20,953 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,360 shares

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

  7. period ended2024-12-31
    13F 20,755 shares
    Change vs previous 13F +920 shares

    0.03% of the 13F portfolio, value $4,586,855.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 15,046 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 5,709 shares

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

  8. period ended2024-09-30
    13F 19,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,111,280.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 12,802 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 7,033 shares

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