OXFORD FINANCIAL GROUP, LTD. LLC: DOCU position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 0 DOCU shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

period ended2025-03-31
13F 0 shares
Change vs previous 13F -18,228 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 18,228 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $1,639,426.
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).