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OPPENHEIMER ASSET MANAGEMENT INC.: UMBF position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 47,531 UMBF 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 47,531 shares
    Change vs previous 13F +177 shares

    0.04% of the 13F portfolio, value $6,785,526.

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

    • OPPENHEIMER & CO INC: 3,838 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 43,693 shares

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

  2. period ended2026-03-31
    13F 47,354 shares
    Change vs previous 13F -674 shares

    0.03% of the 13F portfolio, value $5,341,058.

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

    • OPPENHEIMER & CO INC: 3,263 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 44,091 shares

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

  3. period ended2025-12-31
    13F 48,028 shares
    Change vs previous 13F -1,211 shares

    0.04% of the 13F portfolio, value $5,525,142.

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

    • OPPENHEIMER & CO INC: 3,313 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 44,715 shares

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

  4. period ended2025-09-30
    13F 49,239 shares
    Change vs previous 13F +3,232 shares

    0.03% of the 13F portfolio, value $5,827,436.

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

    • OPPENHEIMER & CO INC: 3,313 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 45,926 shares

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

  5. period ended2025-06-30
    13F 46,007 shares
    Change vs previous 13F -11,133 shares

    0.03% of the 13F portfolio, value $4,838,096.

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

    • OPPENHEIMER & CO INC: 3,313 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 42,694 shares

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

  6. period ended2025-03-31
    13F 57,140 shares
    Change vs previous 13F +48,996 shares

    0.04% of the 13F portfolio, value $5,776,855.

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

    • OPPENHEIMER & CO INC: 13,968 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 43,172 shares

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

  7. period ended2024-12-31
    13F 8,144 shares
    Change vs previous 13F +236 shares

    0.01% of the 13F portfolio, value $919,131.

    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 7,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $831,210.

    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).