OXFORD FINANCIAL GROUP LTD
Holdings in KE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,527,237 | 342,460 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $10,225,855 | 342,460 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $6,585,505 | 342,460 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $5,633,467 | 342,460 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $6,415,268 | 342,513 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $6,338,934 | 342,460 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $7,555,031 | 343,723 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $7,414,518 | 342,472 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $12,492,295 | 463,536 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $9,376,554 | 342,460 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $4,319,646 | 156,339 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $3,767,769 | 156,339 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,531,698 | 156,339 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $2,681,213 | 156,339 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $3,142,413 | 156,339 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $3,125,216 | 156,339 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $3,401,936 | 156,339 | Shares | Sole | 2022-02-10 |