Skip to content
Disclosery

OPPENHEIMER ASSET MANAGEMENT INC.: XYZ position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 6,868 XYZ 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 6,868 shares
    Change vs previous 13F -5,198 shares

    0.01% of the 13F portfolio, value $521,968.

    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 12,066 shares
    Change vs previous 13F -3,716 shares

    0.01% of the 13F portfolio, value $726,132.

    13F-HR 0000822581-26-000001 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).

  3. period ended2025-12-31
    13F 15,782 shares
    Change vs previous 13F -4,340 shares

    0.01% of the 13F portfolio, value $1,027,250.

    13F-HR 0001085146-26-000134 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).

  4. period ended2025-09-30
    13F 20,122 shares
    Change vs previous 13F +599 shares

    0.02% of the 13F portfolio, value $1,454,217.

    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 19,523 shares
    Change vs previous 13F +4,122 shares

    0.02% of the 13F portfolio, value $1,326,197.

    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 15,401 shares
    Change vs previous 13F -12,445 shares

    0.01% of the 13F portfolio, value $836,736.

    13F-HR 0001085146-25-002234 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).

  7. period ended2024-12-31
    13F 27,846 shares
    Change vs previous 13F +16,522 shares

    0.04% of the 13F portfolio, value $2,366,632.

    13F-HR 0001085146-25-000778 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).

  8. period ended2024-09-30
    13F 11,324 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $760,180.

    13F-HR 0001085146-24-005360 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).