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OXFORD FINANCIAL GROUP, LTD. LLC: IWB position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 26,484 IWB 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 26,484 shares
    Change vs previous 13F -286 shares

    0.55% of the 13F portfolio, value $10,845,261.

    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 26,770 shares
    Change vs previous 13F -2,961 shares

    0.51% of the 13F portfolio, value $9,545,166.

    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 29,731 shares
    Change vs previous 13F -78 shares

    0.61% of the 13F portfolio, value $11,102,803.

    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 29,809 shares
    Change vs previous 13F -241 shares

    0.62% of the 13F portfolio, value $10,894,593.

    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 30,050 shares
    Change vs previous 13F -400 shares

    0.61% of the 13F portfolio, value $10,204,079.

    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 30,450 shares
    Change vs previous 13F -1,827 shares

    0.66% of the 13F portfolio, value $9,340,233.

    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 32,277 shares
    Change vs previous 13F -478 shares

    0.67% of the 13F portfolio, value $10,398,403.

    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 32,755 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $10,297,888.

    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).