OXFORD FINANCIAL GROUP, LTD. LLC: CRWD position timeline

OXFORD FINANCIAL GROUP, LTD. LLC held 0 CRWD shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -445 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 445 shares

   Change vs previous 13F -721 shares

   0.01% of the 13F portfolio, value $208,598.

   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).

3. period ended2025-09-30

   13F 1,166 shares

   Change vs previous 13F +747 shares

   0.03% of the 13F portfolio, value $571,783.

   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).

4. period ended2025-06-30

   13F 419 shares

   Change vs previous 13F +419 shares

   0.01% of the 13F portfolio, value $213,401.

   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).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   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).

   Exited: the 13F for this period no longer lists the position.