Position in SNEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$594,396
+$189,856 QoQ
Shares Held
7,524
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#270
of 469 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,106,544 across 3 Capital Markets names. SNEX ranks #2 (28.2% of the industry book) .
All Filings in SNEX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,396 | 5,016 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $404,540 | 5,016 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $321,919 | 3,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $425,781 | 4,219 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $384,519 | 4,219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,609 | 4,119 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $941,864 | 11,503 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,068,198 | 14,184 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $996,709 | 14,186 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,046,837 | 14,179 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $916,185 | 9,453 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $785,356 | 9,453 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $978,670 | 9,453 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $900,871 | 9,453 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $784,031 | 9,453 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $737,994 | 9,453 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $701,695 | 9,453 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $578,997 | 9,453 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $622,953 | 9,453 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $573,513 | 9,453 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $618,038 | 9,453 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $547,326 | 9,453 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $483,616 | 9,453 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||