Skip to content
Disclosery

Oxler Private Wealth LLC: CMS position timeline

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

Oxler Private Wealth LLC held 4,503 CMS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,503 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $344,442.

    13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 4,477 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $347,337.

    13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 4,453 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $311,386.

    13F-HR 0001172661-26-000281 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,429 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $324,480.

    13F-HR 0001172661-25-004542 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,405 shares
    Change vs previous 13F -110 shares

    0.1% of the 13F portfolio, value $305,164.

    13F-HR 0001172661-25-003095 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,515 shares
    Change vs previous 13F +24 shares

    0.12% of the 13F portfolio, value $339,147.

    13F-HR 0001172661-25-001598 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,491 shares
    Change vs previous 13F -278 shares

    0.1% of the 13F portfolio, value $299,294.

    13F-HR 0001172661-25-000337 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,769 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $336,850.

    13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).