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OPPENHEIMER ASSET MANAGEMENT INC.: WTFC position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 18,000 WTFC 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 18,000 shares
    Change vs previous 13F -362 shares

    0.02% of the 13F portfolio, value $2,892,959.

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

    • OPPENHEIMER & CO INC: 1,840 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,160 shares

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

  2. period ended2026-03-31
    13F 18,362 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $2,551,216.

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

    • OPPENHEIMER & CO INC: 1,909 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,453 shares

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

  3. period ended2025-12-31
    13F 18,315 shares
    Change vs previous 13F -3,174 shares

    0.02% of the 13F portfolio, value $2,560,803.

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

    • OPPENHEIMER & CO INC: 1,949 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 16,366 shares

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

  4. period ended2025-09-30
    13F 21,489 shares
    Change vs previous 13F +871 shares

    0.02% of the 13F portfolio, value $2,846,004.

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

    • OPPENHEIMER & CO INC: 1,953 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,536 shares

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

  5. period ended2025-06-30
    13F 20,618 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $2,556,219.

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

    • OPPENHEIMER & CO INC: 2,366 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,252 shares

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

  6. period ended2025-03-31
    13F 20,732 shares
    Change vs previous 13F -559 shares

    0.02% of the 13F portfolio, value $2,331,521.

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

    • OPPENHEIMER & CO INC: 2,712 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,020 shares

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

  7. period ended2024-12-31
    13F 21,291 shares
    Change vs previous 13F -1,130 shares

    0.02% of the 13F portfolio, value $2,655,200.

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

    • OPPENHEIMER & CO INC: 3,341 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 17,950 shares

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

  8. period ended2024-09-30
    13F 22,421 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,433,352.

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

    • OPPENHEIMER & CO INC: 3,843 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,578 shares

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