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Global X Fds shares owned by Oak Family Advisors

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Oak Family Advisors from 13F filings

Historical chart of Oak Family Advisors investment in Global X Fds

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All positions including Global X Fds held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Oak Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 135k 70.24
2025-06-30 $9.2M 153k 60.25
2025-03-31 $3.0M 64k 46.55
2024-12-31 $2.3M 60k 37.41
2024-09-30 $2.1M 57k 37.23