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OPPENHEIMER ASSET MANAGEMENT INC.: TAK position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 63,829 TAK 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 63,829 shares
    Change vs previous 13F -570 shares

    0.01% of the 13F portfolio, value $1,023,179.

    13F-HR 0001085146-26-000553 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).

  2. period ended2026-03-31
    13F 64,399 shares
    Change vs previous 13F +6,125 shares

    0.01% of the 13F portfolio, value $1,192,669.

    13F-HR 0001085146-26-000369 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).

  3. period ended2025-12-31
    13F 58,274 shares
    Change vs previous 13F +294 shares

    0.01% of the 13F portfolio, value $908,492.

    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 57,980 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $848,827.

    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 57,613 shares
    Change vs previous 13F +2,147 shares

    0.01% of the 13F portfolio, value $890,697.

    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 55,466 shares
    Change vs previous 13F -3,585 shares

    0.01% of the 13F portfolio, value $824,779.

    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 59,051 shares
    Change vs previous 13F -138,148 shares

    0.01% of the 13F portfolio, value $781,835.

    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 197,199 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,804,170.

    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).