Skip to content
Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: WDS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 108,017 WDS 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 108,017 shares
    Change vs previous 13F +13,063 shares

    0.01% of the 13F portfolio, value $2,086,889.

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

    • OPPENHEIMER & CO INC: 78,462 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 29,555 shares

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

  2. period ended2026-03-31
    13F 94,954 shares
    Change vs previous 13F +11,549 shares

    0.01% of the 13F portfolio, value $2,267,502.

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

    • OPPENHEIMER & CO INC: 82,754 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,200 shares

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

  3. period ended2025-12-31
    13F 83,405 shares
    Change vs previous 13F +1,554 shares

    0.02% of the 13F portfolio, value $1,300,284.

    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 81,851 shares
    Change vs previous 13F +5,996 shares

    0.02% of the 13F portfolio, value $1,231,858.

    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 75,855 shares
    Change vs previous 13F +5,649 shares

    0.02% of the 13F portfolio, value $1,170,443.

    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 70,206 shares
    Change vs previous 13F +12,963 shares

    0.02% of the 13F portfolio, value $1,017,285.

    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 57,243 shares
    Change vs previous 13F +11,620 shares

    0.01% of the 13F portfolio, value $892,991.

    13F-HR 0001085146-25-000778 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).

  8. period ended2024-09-30
    13F 45,623 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $786,541.

    13F-HR 0001085146-24-005360 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).