OXFORD FINANCIAL GROUP, LTD. LLC: NET position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 3,364 NET 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 3,364 shares
Change vs previous 13F -225 shares
0.04% of the 13F portfolio, value $825,122.
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 3,589 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $740,554.
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).