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OPPENHEIMER ASSET MANAGEMENT INC.: UPS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 432,045 UPS 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 432,045 shares
    Change vs previous 13F +21,242 shares

    0.24% of the 13F portfolio, value $46,444,838.

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

    • OPPENHEIMER & CO INC: 111,282 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 320,763 shares

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

  2. period ended2026-03-31
    13F 410,803 shares
    Change vs previous 13F +57,637 shares

    0.24% of the 13F portfolio, value $40,414,799.

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

    • OPPENHEIMER & CO INC: 89,830 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 320,973 shares

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

  3. period ended2025-12-31
    13F 353,166 shares
    Change vs previous 13F +309 shares

    0.23% of the 13F portfolio, value $35,030,535.

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

    • OPPENHEIMER & CO INC: 115,623 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 237,543 shares

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

  4. period ended2025-09-30
    13F 352,857 shares
    Change vs previous 13F +8,756 shares

    0.17% of the 13F portfolio, value $29,474,146.

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

    • OPPENHEIMER & CO INC: 79,078 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 273,779 shares

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

  5. period ended2025-06-30
    13F 344,101 shares
    Change vs previous 13F +67,031 shares

    0.21% of the 13F portfolio, value $34,733,555.

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

    • OPPENHEIMER & CO INC: 68,924 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 275,177 shares

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

  6. period ended2025-03-31
    13F 277,070 shares
    Change vs previous 13F +48,761 shares

    0.21% of the 13F portfolio, value $30,474,929.

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

    • OPPENHEIMER & CO INC: 62,263 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 214,807 shares

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

  7. period ended2024-12-31
    13F 228,309 shares
    Change vs previous 13F -27,505 shares

    0.19% of the 13F portfolio, value $28,789,766.

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

    • OPPENHEIMER & CO INC: 57,166 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 171,143 shares

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

  8. period ended2024-09-30
    13F 255,814 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $34,877,681.

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

    • OPPENHEIMER & CO INC: 59,768 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 196,046 shares

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