OXFORD FINANCIAL GROUP, LTD. LLC: ET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OXFORD FINANCIAL GROUP, LTD. LLC on ET, newest first. How the timeline and the estimate are built.
OXFORD FINANCIAL GROUP, LTD. LLC held 0 ET shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,667 shares
13F-HR 0001398344-25-020854 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,667 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $193,393.
13F-HR 0001398344-25-015547 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,667 sharesChange vs previous 13F -6,935 shares
0.01% of the 13F portfolio, value $198,300.
13F-HR 0001398344-25-009589 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,602 sharesChange vs previous 13F -5,014 shares
0.02% of the 13F portfolio, value $344,823.
13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,616 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $362,985.
13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).