Oppenheimer & Close, LLC IIIN INSTEEL INDS INC COM

Ownership history in Oppenheimer & Close, LLC  ·  19 quarters on record

AI Ownership Summary

Oppenheimer & Close, LLC reported INSTEEL INDS INC COM (IIIN) in 19 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.93% in 2025 Q2. The latest visible filing shows IIIN at 3.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IIIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oppenheimer & Close, LLC's position in INSTEEL INDS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IIIN was reported at 3.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.93% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Oppenheimer & Close, LLC held IIIN — position size vs. price
% of Fund (quarterly)    IIIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 142,578 +3,214 +2.3% 3.02% $4.8M 2026-05-12 $26.26
2025 Q4 ADDED 139,364 +1,503 +1.1% 3.01% $4.4M 2026-02-10 $36.97
2025 Q3 REDUCED 137,861 -40 -0.0% 3.57% $5.3M 2025-11-10 $30.64
2025 Q2 REDUCED 137,901 -140 -0.1% 3.93% $5.1M 2025-08-12 $36.16
2025 Q1 ADDED 138,041 +678 +0.5% 2.99% $3.6M 2025-04-29 $31.99
2024 Q4 ADDED 137,363 +129,563 +1661.1% 3.05% $3.7M 2025-02-11 $30.31
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Oppenheimer & Close, LLC and IIIN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oppenheimer & Close, LLC reported owning IIIN?

Oppenheimer & Close, LLC reported IIIN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IIIN position in Oppenheimer & Close, LLC's portfolio?

The largest reported portfolio weight for IIIN was 3.93% in 2025 Q2.

What is the latest reported IIIN position on this page?

The most recent filing on this page is 2026 Q1, when Oppenheimer & Close, LLC reported 142,578 shares, equal to 3.02% of portfolio, with an estimated market value of $4.8M.

What does the chart on this IIIN ownership page compare?

The chart compares Oppenheimer & Close, LLC's quarterly IIIN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Oppenheimer & Close, LLC time their IIIN position?

Based on 13F filing dates vs. subsequent IIIN price moves, Oppenheimer & Close, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on IIIN relative to SPY over the holding period was +4.5%.

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