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OPPENHEIMER ASSET MANAGEMENT INC.: WMS position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 65,470 WMS 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 65,470 shares
    Change vs previous 13F +25,056 shares

    0.05% of the 13F portfolio, value $10,276,172.

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

    • OPPENHEIMER & CO INC: 62,133 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,337 shares

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

  2. period ended2026-03-31
    13F 40,414 shares
    Change vs previous 13F +20,657 shares

    0.03% of the 13F portfolio, value $5,541,972.

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

    • OPPENHEIMER & CO INC: 37,707 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 2,707 shares

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

  3. period ended2025-12-31
    13F 19,757 shares
    Change vs previous 13F -1,410 shares

    0.02% of the 13F portfolio, value $2,861,406.

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

    • OPPENHEIMER & CO INC: 16,515 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,242 shares

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

  4. period ended2025-09-30
    13F 21,167 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $2,935,862.

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

    • OPPENHEIMER & CO INC: 16,219 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,948 shares

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

  5. period ended2025-06-30
    13F 21,171 shares
    Change vs previous 13F +3,615 shares

    0.01% of the 13F portfolio, value $2,431,701.

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

    • OPPENHEIMER & CO INC: 16,549 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,622 shares

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

  6. period ended2025-03-31
    13F 17,556 shares
    Change vs previous 13F +7,305 shares

    0.01% of the 13F portfolio, value $1,907,460.

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

    • OPPENHEIMER & CO INC: 12,990 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 4,566 shares

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

  7. period ended2024-12-31
    13F 10,251 shares
    Change vs previous 13F +6,703 shares

    0.01% of the 13F portfolio, value $1,185,015.

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

    • OPPENHEIMER & CO INC: 7,172 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 3,079 shares

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

  8. period ended2024-09-30
    13F 3,548 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $557,604.

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

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