OXFORD FINANCIAL GROUP LTD
Holdings in MBIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $379,326 | 11,137 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $354,156 | 11,137 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $368,300 | 11,137 | Shares | Sole | 2025-08-14 |
| 2024-09-30 | $500,719 | 11,137 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $452,142 | 11,153 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $481,241 | 11,145 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $474,213 | 11,137 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $308,717 | 11,137 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $284,884 | 11,137 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $290,007 | 11,137 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $270,851 | 11,137 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $256,930 | 11,137 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $252,475 | 11,137 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $304,931 | 11,137 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $234,283 | 7,425 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $253,344 | 9,628 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $251,868 | 9,628 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $269,198 | 9,628 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $299,325 | 16,250 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $213,525 | 16,250 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $200,308 | 16,250 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $164,450 | 16,250 | Shares | Sole | 2020-05-12 |