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OPPENHEIMER ASSET MANAGEMENT INC.: WFC position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 249,584 WFC 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 249,584 shares
    Change vs previous 13F -8,317 shares

    0.11% of the 13F portfolio, value $20,625,621.

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

    • OPPENHEIMER & CO INC: 51,030 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 198,554 shares

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

  2. period ended2026-03-31
    13F 257,901 shares
    Change vs previous 13F +7,920 shares

    0.12% of the 13F portfolio, value $20,531,499.

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

    • OPPENHEIMER & CO INC: 63,054 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 194,847 shares

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

  3. period ended2025-12-31
    13F 249,981 shares
    Change vs previous 13F +73,666 shares

    0.15% of the 13F portfolio, value $23,298,229.

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

    • OPPENHEIMER & CO INC: 62,041 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 187,940 shares

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

  4. period ended2025-09-30
    13F 176,315 shares
    Change vs previous 13F +3,469 shares

    0.09% of the 13F portfolio, value $14,778,724.

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

    • OPPENHEIMER & CO INC: 55,135 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 121,180 shares

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

  5. period ended2025-06-30
    13F 172,846 shares
    Change vs previous 13F -7,307 shares

    0.09% of the 13F portfolio, value $13,848,421.

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

    • OPPENHEIMER & CO INC: 64,056 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 108,790 shares

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

  6. period ended2025-03-31
    13F 180,153 shares
    Change vs previous 13F +24,491 shares

    0.09% of the 13F portfolio, value $12,933,183.

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

    • OPPENHEIMER & CO INC: 66,766 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 113,387 shares

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

  7. period ended2024-12-31
    13F 155,662 shares
    Change vs previous 13F -41,223 shares

    0.07% of the 13F portfolio, value $10,933,698.

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

    • OPPENHEIMER & CO INC: 44,007 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 111,655 shares

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

  8. period ended2024-09-30
    13F 196,885 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,122,033.

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

    • OPPENHEIMER & CO INC: 38,290 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 158,595 shares

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