OXFORD FINANCIAL GROUP LTD
Holdings in HBNC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,408,443 | 83,045 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,329,550 | 83,045 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,277,232 | 83,045 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,252,318 | 83,045 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,337,854 | 83,045 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,291,349 | 83,045 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,028,268 | 83,126 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,065,467 | 83,045 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,188,373 | 83,045 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $886,920 | 83,045 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $864,498 | 83,045 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $918,477 | 83,045 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,252,318 | 83,045 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $1,491,488 | 83,045 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $1,446,643 | 83,045 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $1,270,400 | 68,045 | Shares | Sole | 2022-05-13 |
| 2021-09-30 | $7,969,234 | 438,593 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $7,818,975 | 448,593 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $11,629,612 | 625,921 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $9,926,789 | 625,901 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $6,315,341 | 625,901 | Shares | Sole | 2020-11-12 |