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Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: UAL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 0 UAL shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,927 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,927 shares
    Change vs previous 13F +132 shares

    <0.01% of the 13F portfolio, value $282,456.

    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).

  3. period ended2025-06-30
    13F 2,795 shares
    Change vs previous 13F -1,968 shares

    <0.01% of the 13F portfolio, value $222,566.

    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).

  4. period ended2025-03-31
    13F 4,763 shares
    Change vs previous 13F -8,294 shares

    <0.01% of the 13F portfolio, value $328,885.

    13F-HR 0001085146-25-002235 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.: 4,763 shares

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

  5. period ended2024-12-31
    13F 13,057 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,267,835.

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

    • OPPENHEIMER & CO INC: 2,750 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,307 shares

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