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OPPENHEIMER ASSET MANAGEMENT INC.: XLF position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 420,158 XLF 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 420,158 shares
    Change vs previous 13F -2,800 shares

    0.12% of the 13F portfolio, value $22,524,671.

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

    • OPPENHEIMER & CO INC: 177,544 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 242,614 shares

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

  2. period ended2026-03-31
    13F 422,958 shares
    Change vs previous 13F -20,800 shares

    0.12% of the 13F portfolio, value $20,881,436.

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

    • OPPENHEIMER & CO INC: 184,465 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 238,493 shares

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

  3. period ended2025-12-31
    13F 443,758 shares
    Change vs previous 13F -47,183 shares

    0.16% of the 13F portfolio, value $24,304,626.

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

    • OPPENHEIMER & CO INC: 189,209 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 254,549 shares

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

  4. period ended2025-09-30
    13F 490,941 shares
    Change vs previous 13F +11,529 shares

    0.15% of the 13F portfolio, value $26,446,992.

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

    • OPPENHEIMER & CO INC: 249,885 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 241,056 shares

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

  5. period ended2025-06-30
    13F 479,412 shares
    Change vs previous 13F -13,970 shares

    0.15% of the 13F portfolio, value $25,106,807.

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

    • OPPENHEIMER & CO INC: 237,626 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 241,786 shares

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

  6. period ended2025-03-31
    13F 493,382 shares
    Change vs previous 13F -8,907 shares

    0.17% of the 13F portfolio, value $24,575,357.

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

    • OPPENHEIMER & CO INC: 250,367 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 243,015 shares

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

  7. period ended2024-12-31
    13F 502,289 shares
    Change vs previous 13F +13,983 shares

    0.16% of the 13F portfolio, value $24,275,628.

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

    • OPPENHEIMER & CO INC: 254,648 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 247,641 shares

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

  8. period ended2024-09-30
    13F 488,306 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $22,130,028.

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

    • OPPENHEIMER & CO INC: 245,901 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 242,405 shares

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