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Disclosery

Oxford Wealth Group, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oxford Wealth Group, LLC on CRM, newest first. How the timeline and the estimate are built.

Oxford Wealth Group, LLC held 2,314 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,314 shares
    Change vs previous 13F -115 shares

    0.16% of the 13F portfolio, value $362,544.

    13F-HR 0001765380-26-000376 filed by Oxford Wealth Group, 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 2,429 shares
    Change vs previous 13F -517 shares

    0.25% of the 13F portfolio, value $453,452.

    13F-HR 0001765380-26-000201 filed by Oxford Wealth Group, 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 2,946 shares
    Change vs previous 13F -203 shares

    0.38% of the 13F portfolio, value $780,477.

    13F-HR 0001765380-26-000087 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 3,149 shares
    Change vs previous 13F -130 shares

    0.68% of the 13F portfolio, value $1,052,829.

    13F-HR 0001765380-25-000108 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 3,279 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $897,509.

    13F-HR 0001765380-24-000427 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).