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Disclosery

Oxford Wealth Group, LLC: VOO position timeline

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

Oxford Wealth Group, LLC held 7,269 VOO 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 7,269 shares
    Change vs previous 13F +1,214 shares

    2.23% of the 13F portfolio, value $4,992,604.

    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 6,055 shares
    Change vs previous 13F -663 shares

    1.98% of the 13F portfolio, value $3,617,940.

    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 6,718 shares
    Change vs previous 13F +6,322 shares

    2.05% of the 13F portfolio, value $4,213,040.

    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 396 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $213,369.

    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 386 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $203,681.

    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).