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OPPENHEIMER ASSET MANAGEMENT INC.: WSO position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 27,955 WSO 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 27,955 shares
    Change vs previous 13F -197 shares

    0.06% of the 13F portfolio, value $11,649,688.

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

    • OPPENHEIMER & CO INC: 12,205 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 15,750 shares

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

  2. period ended2026-03-31
    13F 28,152 shares
    Change vs previous 13F +8,895 shares

    0.06% of the 13F portfolio, value $10,241,417.

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

    • OPPENHEIMER & CO INC: 11,287 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,865 shares

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

  3. period ended2025-12-31
    13F 19,257 shares
    Change vs previous 13F -11,087 shares

    0.04% of the 13F portfolio, value $6,488,646.

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

    • OPPENHEIMER & CO INC: 9,604 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 9,653 shares

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

  4. period ended2025-09-30
    13F 30,344 shares
    Change vs previous 13F -1,473 shares

    0.07% of the 13F portfolio, value $12,268,080.

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

    • OPPENHEIMER & CO INC: 10,512 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,832 shares

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

  5. period ended2025-06-30
    13F 31,817 shares
    Change vs previous 13F -657 shares

    0.09% of the 13F portfolio, value $14,051,024.

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

    • OPPENHEIMER & CO INC: 9,968 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,849 shares

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

  6. period ended2025-03-31
    13F 32,474 shares
    Change vs previous 13F +2,389 shares

    0.11% of the 13F portfolio, value $16,506,534.

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

    • OPPENHEIMER & CO INC: 10,094 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,380 shares

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

  7. period ended2024-12-31
    13F 30,085 shares
    Change vs previous 13F +892 shares

    0.1% of the 13F portfolio, value $14,256,980.

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

    • OPPENHEIMER & CO INC: 9,311 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 20,774 shares

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

  8. period ended2024-09-30
    13F 29,193 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $14,359,453.

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

    • OPPENHEIMER & CO INC: 8,498 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 20,695 shares

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