OXFORD FINANCIAL GROUP, LTD. LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OXFORD FINANCIAL GROUP, LTD. LLC on AEP, newest first. How the timeline and the estimate are built.

OXFORD FINANCIAL GROUP, LTD. LLC held 8,833 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 8,833 shares
Change vs previous 13F +163 shares
0.06% of the 13F portfolio, value $1,208,471.
13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,670 shares
Change vs previous 13F -56 shares
0.06% of the 13F portfolio, value $1,136,439.
13F-HR 0001398344-26-008494 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,726 shares
Change vs previous 13F +65 shares
0.06% of the 13F portfolio, value $1,006,248.
13F-HR 0001398344-26-003025 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,661 shares
Change vs previous 13F +2 shares
0.06% of the 13F portfolio, value $974,357.
13F-HR 0001398344-25-020854 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,659 shares
Change vs previous 13F -100 shares
0.05% of the 13F portfolio, value $898,497.
13F-HR 0001398344-25-015547 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,759 shares
Change vs previous 13F -875 shares
0.07% of the 13F portfolio, value $957,065.
13F-HR 0001398344-25-009589 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,634 shares
Change vs previous 13F -22 shares
0.06% of the 13F portfolio, value $888,554.
13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,656 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $990,745.
13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).