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Disclosery

Oxford Wealth Group, LLC: RWJ position timeline

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

Oxford Wealth Group, LLC held 125,860 RWJ 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 125,860 shares
    Change vs previous 13F +5,045 shares

    3.35% of the 13F portfolio, value $7,488,697.

    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 120,815 shares
    Change vs previous 13F +50,238 shares

    3.33% of the 13F portfolio, value $6,098,736.

    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 70,577 shares
    Change vs previous 13F -36,631 shares

    1.67% of the 13F portfolio, value $3,438,525.

    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 107,208 shares
    Change vs previous 13F +74,664 shares

    3.17% of the 13F portfolio, value $4,905,838.

    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 32,544 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,487,586.

    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).