Oxford Wealth Group, LLC

SEC CIK: 0002007082
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CLMB holding history

Climb Global Solutions, Inc. in every 13F filed by Oxford Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLMB overview All 13F holders of CLMB Full Q2 2026 holdings

Shares (Q2 2026): 10,273
Value: $238.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of CLMB by Oxford Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,273	$238.4K	0.1%	−159−1.5%	Reduced	Holders
Q1 2026	10,432	$206.8K	0.1%	00.0%	UnchangedConverted for a 4-for-1 split	Holders
Q4 2025	2,621	$269.4K	0.1%	–	No prior filing	Holders