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OPPENHEIMER ASSET MANAGEMENT INC.: XLK position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 447,008 XLK 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 447,008 shares
    Change vs previous 13F -23,668 shares

    0.45% of the 13F portfolio, value $85,163,964.

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

    • OPPENHEIMER & CO INC: 93,456 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 353,552 shares

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

  2. period ended2026-03-31
    13F 470,676 shares
    Change vs previous 13F -39,896 shares

    0.37% of the 13F portfolio, value $62,552,841.

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

    • OPPENHEIMER & CO INC: 123,083 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 347,593 shares

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

  3. period ended2025-12-31
    13F 510,572 shares
    Change vs previous 13F +256,645 shares

    0.48% of the 13F portfolio, value $73,507,051.

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

    • OPPENHEIMER & CO INC: 164,494 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 346,078 shares

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

  4. period ended2025-09-30
    13F 253,927 shares
    Change vs previous 13F +21,445 shares

    0.41% of the 13F portfolio, value $71,571,865.

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

    • OPPENHEIMER & CO INC: 77,653 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 176,274 shares

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

  5. period ended2025-06-30
    13F 232,482 shares
    Change vs previous 13F +84 shares

    0.36% of the 13F portfolio, value $58,871,417.

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

    • OPPENHEIMER & CO INC: 55,834 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 176,648 shares

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

  6. period ended2025-03-31
    13F 232,398 shares
    Change vs previous 13F -18,231 shares

    0.33% of the 13F portfolio, value $47,985,539.

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

    • OPPENHEIMER & CO INC: 52,531 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 179,867 shares

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

  7. period ended2024-12-31
    13F 250,629 shares
    Change vs previous 13F +16,157 shares

    0.39% of the 13F portfolio, value $58,276,255.

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

    • OPPENHEIMER & CO INC: 65,245 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 185,384 shares

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

  8. period ended2024-09-30
    13F 234,472 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $52,934,398.

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

    • OPPENHEIMER & CO INC: 52,787 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 181,685 shares

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