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Hoxton Planning & Management, LLC: OEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoxton Planning & Management, LLC on OEF, newest first. How the timeline and the estimate are built.

Hoxton Planning & Management, LLC held 7,813 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,813 shares
    Change vs previous 13F +2,935 shares

    0.75% of the 13F portfolio, value $2,858,542.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, LLC
    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 4,878 shares
    Change vs previous 13F -10,131 shares

    0.47% of the 13F portfolio, value $1,551,545.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, LLC
    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 15,009 shares
    Change vs previous 13F +57 shares

    1.54% of the 13F portfolio, value $5,147,775.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, LLC
    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 14,952 shares
    Change vs previous 13F +5,941 shares

    1.6% of the 13F portfolio, value $4,976,548.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, LLC
    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 9,011 shares
    Change vs previous 13F +1,446 shares

    0.95% of the 13F portfolio, value $2,742,644.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, LLC
    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 7,565 shares
    Change vs previous 13F +4,061 shares

    0.78% of the 13F portfolio, value $2,048,879.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, LLC
    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 3,504 shares
    Change vs previous 13F -132 shares

    0.39% of the 13F portfolio, value $1,012,130.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    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 3,636 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,006,299.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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