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OPPENHEIMER ASSET MANAGEMENT INC.: UBS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 37,405 UBS 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 37,405 shares
    Change vs previous 13F +24,112 shares

    0.01% of the 13F portfolio, value $1,853,792.

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

    • OPPENHEIMER & CO INC: 5,588 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,817 shares

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

  2. period ended2026-03-31
    13F 13,293 shares
    Change vs previous 13F -1,758 shares

    0.01% of the 13F portfolio, value $519,358.

    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 15,051 shares
    Change vs previous 13F -5,121 shares

    0.01% of the 13F portfolio, value $697,012.

    13F-HR 0001085146-26-000133 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.: 15,051 shares

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

  4. period ended2025-09-30
    13F 20,172 shares
    Change vs previous 13F -6,214 shares

    <0.01% of the 13F portfolio, value $827,052.

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

    • OPPENHEIMER & CO INC: 5,225 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 14,947 shares

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

  5. period ended2025-06-30
    13F 26,386 shares
    Change vs previous 13F +687 shares

    0.01% of the 13F portfolio, value $892,375.

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

    • OPPENHEIMER & CO INC: 6,591 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,795 shares

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

  6. period ended2025-03-31
    13F 25,699 shares
    Change vs previous 13F -731 shares

    0.01% of the 13F portfolio, value $787,160.

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

    • OPPENHEIMER & CO INC: 8,472 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,227 shares

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

  7. period ended2024-12-31
    13F 26,430 shares
    Change vs previous 13F -2,403 shares

    0.01% of the 13F portfolio, value $801,357.

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

    • OPPENHEIMER & CO INC: 8,517 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,913 shares

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

  8. period ended2024-09-30
    13F 28,833 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $891,228.

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

    • OPPENHEIMER & CO INC: 9,779 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,054 shares

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