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Disclosery

OXFORD FINANCIAL GROUP, LTD. LLC: CVS position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 2,045 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,045 shares
    Change vs previous 13F +2,045 shares

    0.01% of the 13F portfolio, value $211,563.

    13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,370 shares

    13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2024-09-30
    13F 3,370 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,935.

    13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

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