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Disclosery

Oxford Wealth Group, LLC: IVV position timeline

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

Oxford Wealth Group, LLC held 512 IVV 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 512 shares
    Change vs previous 13F -136 shares

    0.17% of the 13F portfolio, value $383,574.

    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 648 shares
    Change vs previous 13F -4,936 shares

    0.23% of the 13F portfolio, value $423,114.

    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 5,584 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $3,824,486.

    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).