OXFORD FINANCIAL GROUP, LTD. LLC: IBIT position timeline

OXFORD FINANCIAL GROUP, LTD. LLC held 37,307 IBIT 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 37,307 shares

   Change vs previous 13F +42 shares

   0.06% of the 13F portfolio, value $1,241,950.

   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).

2. period ended2026-03-31

   13F 37,265 shares

   Change vs previous 13F +739 shares

   0.08% of the 13F portfolio, value $1,431,721.

   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).

3. period ended2025-12-31

   13F 36,526 shares

   Change vs previous 13F +16,909 shares

   0.1% of the 13F portfolio, value $1,813,516.

   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).

4. period ended2025-09-30

   13F 19,617 shares

   Change vs previous 13F +15,197 shares

   0.07% of the 13F portfolio, value $1,275,105.

   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).

5. period ended2025-06-30

   13F 4,420 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $270,548.

   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).