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OXFORD FINANCIAL GROUP, LTD. LLC: EFA position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 155,236 EFA 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 155,236 shares
    Change vs previous 13F -9,295 shares

    0.82% of the 13F portfolio, value $16,125,916.

    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 ended2026-03-31
    13F 164,531 shares
    Change vs previous 13F +6,673 shares

    0.86% of the 13F portfolio, value $15,980,896.

    13F-HR 0001398344-26-008494 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).

  3. period ended2025-12-31
    13F 157,858 shares
    Change vs previous 13F -3,400 shares

    0.83% of the 13F portfolio, value $15,159,104.

    13F-HR 0001398344-26-003025 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).

  4. period ended2025-09-30
    13F 161,258 shares
    Change vs previous 13F -2,609 shares

    0.85% of the 13F portfolio, value $15,056,659.

    13F-HR 0001398344-25-020854 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).

  5. period ended2025-06-30
    13F 163,867 shares
    Change vs previous 13F -2,261 shares

    0.87% of the 13F portfolio, value $14,648,071.

    13F-HR 0001398344-25-015547 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).

  6. period ended2025-03-31
    13F 166,128 shares
    Change vs previous 13F -7,210 shares

    0.95% of the 13F portfolio, value $13,577,641.

    13F-HR 0001398344-25-009589 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).

  7. period ended2024-12-31
    13F 173,338 shares
    Change vs previous 13F +3,535 shares

    0.85% of the 13F portfolio, value $13,106,086.

    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).

  8. period ended2024-09-30
    13F 169,803 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $14,200,625.

    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).