Skip to content
Disclosery

Oxford Wealth Group, LLC: HD position timeline

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

Oxford Wealth Group, LLC held 1,831 HD 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 1,831 shares
    Change vs previous 13F +127 shares

    0.29% of the 13F portfolio, value $645,728.

    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 1,704 shares
    Change vs previous 13F +32 shares

    0.31% of the 13F portfolio, value $560,519.

    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 1,672 shares
    Change vs previous 13F +421 shares

    0.28% of the 13F portfolio, value $575,335.

    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 1,251 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $486,626.

    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 1,249 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $506,095.

    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).