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OXFORD FINANCIAL GROUP, LTD. LLC: LOW position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 4,060 LOW 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 4,060 shares
    Change vs previous 13F -147 shares

    0.05% of the 13F portfolio, value $895,249.

    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 4,207 shares
    Change vs previous 13F +1,673 shares

    0.05% of the 13F portfolio, value $993,978.

    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 2,534 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $611,192.

    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 2,507 shares
    Change vs previous 13F +106 shares

    0.04% of the 13F portfolio, value $630,014.

    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 2,401 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $532,813.

    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 2,438 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $568,615.

    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 2,408 shares
    Change vs previous 13F -257 shares

    0.04% of the 13F portfolio, value $594,294.

    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 2,665 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $721,815.

    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).