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Oxford Financial Group, Ltd. LLCETFConcentrated long-term

CIK: 0001245862 | INDIANAPOLIS, IN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR296$2.0B2026-08-11SEC ↗
Q1 2026
13F-HR302$1.9B2026-05-06SEC ↗
Q4 2025
13F-HR289$1.8B2026-02-13SEC ↗
Q3 2025
13F-HR279$1.8B2025-11-13SEC ↗
Q2 2025
13F-HR259$1.7B2025-08-14SEC ↗
Q1 2025
13F-HR261$1.4B2025-05-15SEC ↗
Q4 2024
13F-HR300$1.5B2025-02-11SEC ↗
Q3 2024
13F-HR295$1.6B2024-11-12SEC ↗
Q2 2024
13F-HR320$1.5B2024-08-14SEC ↗
Q1 2024
13F-HR274$1.4B2024-05-13SEC ↗
Q4 2023
13F-HR302$1.4B2024-02-14SEC ↗
Q3 2023
13F-HR265$1.2B2023-11-13SEC ↗
Q2 2023
13F-HR292$1.1B2023-08-10SEC ↗
Q1 2023
13F-HR260$891.2M2023-05-12SEC ↗
Q4 2022
13F-HR262$858.5M2023-02-14SEC ↗
Q3 2022
13F-HR242$5.4M2022-11-02SEC ↗
Q2 2022
13F-HR266$5.6M2022-08-11SEC ↗
Q1 2022
13F-HR265$4.4M2022-05-13SEC ↗
Q4 2021
13F-HR272$4.4M2022-02-10SEC ↗
Q3 2021
13F-HR246$3.7M2021-11-12SEC ↗
Q2 2021
13F-HR224$4.3M2021-08-03SEC ↗
Q1 2021
13F-HR219$4.2M2021-05-10SEC ↗
Q4 2020
13F-HR217$9.7M2021-02-10SEC ↗
Q3 2020
13F-HR184$15.0M2020-11-12SEC ↗
Q2 2020
13F-HR188$12.5M2020-08-05SEC ↗
Q1 2020
13F-HR196$9.1M2020-05-12SEC ↗
Q4 2019
13F-HR53$360.4K2020-02-10SEC ↗
Q3 2019
13F-HR50$316.5K2019-11-08SEC ↗
Q2 2019
13F-HR48$305.0K2019-07-30SEC ↗
Q1 2019
13F-HR48$279.8K2019-04-26SEC ↗
Q4 2018
13F-HR40$306.2K2019-01-25SEC ↗
Q3 2018
13F-HR34$214.8K2018-10-26SEC ↗
Q2 2018
13F-HR36$194.5K2018-08-01SEC ↗
Q1 2018
13F-HR34$174.7K2018-05-03SEC ↗
Q4 2017
13F-HR33$146.2K2018-02-01SEC ↗
Q3 2017
13F-HR33$146.0K2017-10-27SEC ↗
Q2 2017
13F-HR25$130.2K2017-08-07SEC ↗
Q1 2017
13F-HR25$114.9K2017-05-02SEC ↗
Q4 2016
13F-HR21$108.5K2017-02-03SEC ↗