OXFORD FINANCIAL GROUP, LTD. LLC: GE position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 3,593 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 3,593 shares
Change vs previous 13F -801 shares
0.07% of the 13F portfolio, value $1,342,812.
13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,394 shares
Change vs previous 13F +346 shares
0.07% of the 13F portfolio, value $1,246,885.
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).
period ended2025-12-31
13F 4,048 shares
Change vs previous 13F +79 shares
0.07% of the 13F portfolio, value $1,246,905.
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).
period ended2025-09-30
13F 3,969 shares
Change vs previous 13F +177 shares
0.07% of the 13F portfolio, value $1,193,955.
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).
period ended2025-06-30
13F 3,792 shares
Change vs previous 13F +53 shares
0.06% of the 13F portfolio, value $975,943.
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).
period ended2025-03-31
13F 3,739 shares
Change vs previous 13F +95 shares
0.05% of the 13F portfolio, value $748,361.
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).
period ended2024-12-31
13F 3,644 shares
Change vs previous 13F -140 shares
0.04% of the 13F portfolio, value $607,783.
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).
period ended2024-09-30
13F 3,784 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $713,587.
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).