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OPPENHEIMER ASSET MANAGEMENT INC.: WM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 118,139 WM 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 118,139 shares
    Change vs previous 13F +53 shares

    0.14% of the 13F portfolio, value $26,330,821.

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

    • OPPENHEIMER & CO INC: 109,278 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,861 shares

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

  2. period ended2026-03-31
    13F 118,086 shares
    Change vs previous 13F -923 shares

    0.16% of the 13F portfolio, value $27,134,982.

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

    • OPPENHEIMER & CO INC: 109,765 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,321 shares

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

  3. period ended2025-12-31
    13F 119,009 shares
    Change vs previous 13F +135 shares

    0.17% of the 13F portfolio, value $26,147,468.

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

    • OPPENHEIMER & CO INC: 110,543 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 8,466 shares

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

  4. period ended2025-09-30
    13F 118,874 shares
    Change vs previous 13F -106 shares

    0.15% of the 13F portfolio, value $26,250,947.

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

    • OPPENHEIMER & CO INC: 107,925 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,949 shares

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

  5. period ended2025-06-30
    13F 118,980 shares
    Change vs previous 13F -769 shares

    0.17% of the 13F portfolio, value $27,225,003.

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

    • OPPENHEIMER & CO INC: 106,659 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 12,321 shares

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

  6. period ended2025-03-31
    13F 119,749 shares
    Change vs previous 13F -8,082 shares

    0.19% of the 13F portfolio, value $27,723,090.

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

    • OPPENHEIMER & CO INC: 109,587 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,162 shares

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

  7. period ended2024-12-31
    13F 127,831 shares
    Change vs previous 13F -2,207 shares

    0.17% of the 13F portfolio, value $25,795,018.

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

    • OPPENHEIMER & CO INC: 117,583 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,248 shares

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

  8. period ended2024-09-30
    13F 130,038 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $26,995,888.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 119,574 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 10,464 shares

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