National Wealth Management Group, LLC
Position in OXSQ — Oxford Square Capital Corp.
CIK 1977723
CINCINNATI, OH
Position in OXSQ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$15,290
-$3,824 QoQ
Shares Held
11,584
+7.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 6 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXSQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026National Wealth Management Group, LLC holds $1,057,144 across 3 Asset Management names. OXSQ ranks #3 (1.4% of the industry book) .
All Filings in OXSQ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,290 | 11,584 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $19,114 | 10,799 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,955 | 10,202 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,900 | 10,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $22,300 | 10,000 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $26,100 | 10,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,400 | 10,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,300 | 10,000 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||