OXFORD FINANCIAL GROUP, LTD. LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OXFORD FINANCIAL GROUP, LTD. LLC on PG, newest first. How the timeline and the estimate are built.
OXFORD FINANCIAL GROUP, LTD. LLC held 18,565 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 18,565 sharesChange vs previous 13F -115 shares
0.14% of the 13F portfolio, value $2,722,369.
13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,680 sharesChange vs previous 13F +3,974 shares
0.15% of the 13F portfolio, value $2,698,198.
13F-HR 0001398344-26-008494 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,706 sharesChange vs previous 13F -88 shares
0.12% of the 13F portfolio, value $2,107,493.
13F-HR 0001398344-26-003025 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,794 sharesChange vs previous 13F +598 shares
0.13% of the 13F portfolio, value $2,273,055.
13F-HR 0001398344-25-020854 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,196 sharesChange vs previous 13F +724 shares
0.13% of the 13F portfolio, value $2,261,693.
13F-HR 0001398344-25-015547 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,472 sharesChange vs previous 13F -905 shares
0.16% of the 13F portfolio, value $2,295,958.
13F-HR 0001398344-25-009589 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,377 sharesChange vs previous 13F -1,656 shares
0.16% of the 13F portfolio, value $2,410,366.
13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,033 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $2,776,964.
13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).