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OPPENHEIMER ASSET MANAGEMENT INC.: XLP position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 28,987 XLP 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 28,987 shares
    Change vs previous 13F +10,616 shares

    0.03% of the 13F portfolio, value $2,407,950.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 18,371 shares
    Change vs previous 13F -25,232 shares

    0.02% of the 13F portfolio, value $1,506,055.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 18,371 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  3. period ended2025-12-31
    13F 43,603 shares
    Change vs previous 13F +33,191 shares

    0.02% of the 13F portfolio, value $3,387,081.

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

    • OPPENHEIMER & CO INC: 12,225 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 31,378 shares

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

  4. period ended2025-09-30
    13F 10,412 shares
    Change vs previous 13F -32,893 shares

    0.01% of the 13F portfolio, value $815,988.

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

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

  5. period ended2025-06-30
    13F 43,305 shares
    Change vs previous 13F +31,174 shares

    0.05% of the 13F portfolio, value $3,506,406.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,131 shares
    Change vs previous 13F -48,229 shares

    0.01% of the 13F portfolio, value $990,739.

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

    • OPPENHEIMER & CO INC: 12,131 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 0 shares

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

  7. period ended2024-12-31
    13F 60,360 shares
    Change vs previous 13F +18,955 shares

    0.03% of the 13F portfolio, value $4,744,899.

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

    • OPPENHEIMER & CO INC: 12,709 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 47,651 shares

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

  8. period ended2024-09-30
    13F 41,405 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,436,615.

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

    • OPPENHEIMER & CO INC: 17,507 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 23,898 shares

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