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Oxford Wealth Group, LLC: QQQ position timeline

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

Oxford Wealth Group, LLC held 11,997 QQQ 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 11,997 shares
    Change vs previous 13F -1,033 shares

    3.95% of the 13F portfolio, value $8,834,801.

    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 13,030 shares
    Change vs previous 13F -652 shares

    4.11% of the 13F portfolio, value $7,520,731.

    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 13,682 shares
    Change vs previous 13F -10,880 shares

    4.09% of the 13F portfolio, value $8,404,900.

    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 24,562 shares
    Change vs previous 13F +17,204 shares

    8.11% of the 13F portfolio, value $12,556,840.

    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 7,358 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,591,219.

    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).