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OPPENHEIMER ASSET MANAGEMENT INC.: XYL position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 176,768 XYL 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 176,768 shares
    Change vs previous 13F -36,115 shares

    0.11% of the 13F portfolio, value $20,895,745.

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

    • OPPENHEIMER & CO INC: 93,205 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 83,563 shares

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

  2. period ended2026-03-31
    13F 212,883 shares
    Change vs previous 13F +33,444 shares

    0.15% of the 13F portfolio, value $25,439,521.

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

    • OPPENHEIMER & CO INC: 87,690 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 125,193 shares

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

  3. period ended2025-12-31
    13F 179,439 shares
    Change vs previous 13F +8,240 shares

    0.16% of the 13F portfolio, value $24,436,003.

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

    • OPPENHEIMER & CO INC: 83,257 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 96,182 shares

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

  4. period ended2025-09-30
    13F 171,199 shares
    Change vs previous 13F -24,327 shares

    0.15% of the 13F portfolio, value $25,251,853.

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

    • OPPENHEIMER & CO INC: 76,010 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 95,189 shares

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

  5. period ended2025-06-30
    13F 195,526 shares
    Change vs previous 13F +26,699 shares

    0.16% of the 13F portfolio, value $25,293,243.

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

    • OPPENHEIMER & CO INC: 99,242 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 96,284 shares

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

  6. period ended2025-03-31
    13F 168,827 shares
    Change vs previous 13F +8,286 shares

    0.14% of the 13F portfolio, value $20,168,073.

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

    • OPPENHEIMER & CO INC: 72,977 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 95,850 shares

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

  7. period ended2024-12-31
    13F 160,541 shares
    Change vs previous 13F +18,328 shares

    0.12% of the 13F portfolio, value $18,625,966.

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

    • OPPENHEIMER & CO INC: 73,523 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 87,018 shares

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

  8. period ended2024-09-30
    13F 142,213 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,203,022.

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

    • OPPENHEIMER & CO INC: 72,994 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 69,219 shares

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