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OPPENHEIMER ASSET MANAGEMENT INC.: WAT position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 4,620 WAT 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 4,620 shares
    Change vs previous 13F -444 shares

    0.01% of the 13F portfolio, value $1,732,684.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 3,673 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 947 shares

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

  2. period ended2026-03-31
    13F 5,064 shares
    Change vs previous 13F +2,248 shares

    0.01% of the 13F portfolio, value $1,508,059.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 3,820 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 1,244 shares

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

  3. period ended2025-12-31
    13F 2,816 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $1,069,601.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,791 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $836,770.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,791 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $974,171.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,841 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,047,107.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,841 shares
    Change vs previous 13F -4,034 shares

    0.02% of the 13F portfolio, value $1,053,954.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 2,841 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  8. period ended2024-09-30
    13F 6,875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,474,243.

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

    • OPPENHEIMER & CO INC: 2,841 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,034 shares

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