Skip to content

Oxford Wealth Group, LLC: XMMO position timeline

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

Oxford Wealth Group, LLC held 138,113 XMMO 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 138,113 shares
    Change vs previous 13F +172 shares

    10.51% of the 13F portfolio, value $23,498,509.

    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 137,941 shares
    Change vs previous 13F -15,180 shares

    10.93% of the 13F portfolio, value $20,004,141.

    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 153,121 shares
    Change vs previous 13F -61,763 shares

    10.31% of the 13F portfolio, value $21,201,154.

    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 214,884 shares
    Change vs previous 13F +48,062 shares

    17.15% of the 13F portfolio, value $26,544,598.

    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 166,822 shares
    Change vs previous 13F not available

    16.33% of the 13F portfolio, value $20,073,689.

    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).