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OPPENHEIMER ASSET MANAGEMENT INC.: XLY position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 232,987 XLY 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 232,987 shares
    Change vs previous 13F -56,575 shares

    0.14% of the 13F portfolio, value $27,324,715.

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

    • OPPENHEIMER & CO INC: 37,811 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 195,176 shares

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

  2. period ended2026-03-31
    13F 289,562 shares
    Change vs previous 13F +2,377 shares

    0.19% of the 13F portfolio, value $31,556,467.

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

    • OPPENHEIMER & CO INC: 69,761 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 219,801 shares

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

  3. period ended2025-12-31
    13F 287,185 shares
    Change vs previous 13F +156,045 shares

    0.23% of the 13F portfolio, value $34,292,761.

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

    • OPPENHEIMER & CO INC: 69,757 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 217,428 shares

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

  4. period ended2025-09-30
    13F 131,140 shares
    Change vs previous 13F -11,520 shares

    0.18% of the 13F portfolio, value $31,426,390.

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

    • OPPENHEIMER & CO INC: 21,805 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 109,335 shares

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

  5. period ended2025-06-30
    13F 142,660 shares
    Change vs previous 13F +19 shares

    0.19% of the 13F portfolio, value $31,004,298.

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

    • OPPENHEIMER & CO INC: 34,250 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 108,410 shares

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

  6. period ended2025-03-31
    13F 142,641 shares
    Change vs previous 13F +939 shares

    0.19% of the 13F portfolio, value $28,165,892.

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

    • OPPENHEIMER & CO INC: 33,963 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 108,678 shares

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

  7. period ended2024-12-31
    13F 141,702 shares
    Change vs previous 13F +10,355 shares

    0.21% of the 13F portfolio, value $31,790,843.

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

    • OPPENHEIMER & CO INC: 16,541 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 125,161 shares

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

  8. period ended2024-09-30
    13F 131,347 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $26,317,999.

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

    • OPPENHEIMER & CO INC: 13,724 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 117,623 shares

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