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OPPENHEIMER ASSET MANAGEMENT INC.: TFC position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 560,588 TFC 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 560,588 shares
    Change vs previous 13F -4,571 shares

    0.15% of the 13F portfolio, value $27,928,494.

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

    • OPPENHEIMER & CO INC: 145,770 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 414,818 shares

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

  2. period ended2026-03-31
    13F 565,159 shares
    Change vs previous 13F +47,224 shares

    0.15% of the 13F portfolio, value $25,980,360.

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

    • OPPENHEIMER & CO INC: 148,832 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 416,327 shares

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

  3. period ended2025-12-31
    13F 517,935 shares
    Change vs previous 13F -72,904 shares

    0.17% of the 13F portfolio, value $25,487,581.

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

    • OPPENHEIMER & CO INC: 111,728 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 406,207 shares

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

  4. period ended2025-09-30
    13F 590,839 shares
    Change vs previous 13F +37,236 shares

    0.16% of the 13F portfolio, value $27,013,159.

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

    • OPPENHEIMER & CO INC: 169,030 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 421,809 shares

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

  5. period ended2025-06-30
    13F 553,603 shares
    Change vs previous 13F +6,222 shares

    0.15% of the 13F portfolio, value $23,799,392.

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

    • OPPENHEIMER & CO INC: 142,500 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 411,103 shares

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

  6. period ended2025-03-31
    13F 547,381 shares
    Change vs previous 13F +8,365 shares

    0.15% of the 13F portfolio, value $22,524,728.

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

    • OPPENHEIMER & CO INC: 138,276 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 409,105 shares

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

  7. period ended2024-12-31
    13F 539,016 shares
    Change vs previous 13F +1,149 shares

    0.16% of the 13F portfolio, value $23,382,514.

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

    • OPPENHEIMER & CO INC: 135,290 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 403,726 shares

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

  8. period ended2024-09-30
    13F 537,867 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $23,004,572.

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

    • OPPENHEIMER & CO INC: 133,106 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 404,761 shares

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