OPPENHEIMER ASSET MANAGEMENT INC.: XEL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 38,868 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 38,868 shares
Change vs previous 13F +636 shares
0.02% of the 13F portfolio, value $3,121,100.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 24,867 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 14,001 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 38,232 shares
Change vs previous 13F -3,554 shares
0.02% of the 13F portfolio, value $3,037,151.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 22,808 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 15,424 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 41,786 shares
Change vs previous 13F -757 shares
0.02% of the 13F portfolio, value $3,086,314.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 23,957 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 17,829 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 42,543 shares
Change vs previous 13F -2,208 shares
0.02% of the 13F portfolio, value $3,431,092.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 23,723 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 18,820 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 44,751 shares
Change vs previous 13F -88 shares
0.02% of the 13F portfolio, value $3,047,544.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 22,689 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 22,062 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 44,839 shares
Change vs previous 13F -9,139 shares
0.02% of the 13F portfolio, value $3,174,153.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 23,262 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 21,577 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 53,978 shares
Change vs previous 13F +5,147 shares
0.02% of the 13F portfolio, value $3,644,595.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 31,975 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 22,003 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 48,831 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,188,664.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 28,328 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 20,503 shares
Acceptance time not in the bulk data set (spec §4.2).