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OXFORD FINANCIAL GROUP, LTD. LLC: WFC position timeline

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

OXFORD FINANCIAL GROUP, LTD. LLC held 6,457 WFC 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 6,457 shares
    Change vs previous 13F -1,010 shares

    0.03% of the 13F portfolio, value $533,580.

    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 7,467 shares
    Change vs previous 13F +799 shares

    0.03% of the 13F portfolio, value $594,422.

    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 6,668 shares
    Change vs previous 13F -1,035 shares

    0.03% of the 13F portfolio, value $621,427.

    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 7,703 shares
    Change vs previous 13F +984 shares

    0.04% of the 13F portfolio, value $645,677.

    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 6,719 shares
    Change vs previous 13F -674 shares

    0.03% of the 13F portfolio, value $538,291.

    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 7,393 shares
    Change vs previous 13F +934 shares

    0.04% of the 13F portfolio, value $530,743.

    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 6,459 shares
    Change vs previous 13F -329 shares

    0.03% of the 13F portfolio, value $453,680.

    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 6,788 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $383,454.

    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).