OXLC — Oxford Lane Cap Corp

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Oxford Lane Cap Corp (OXLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 15,948 -14,052 -46.8% 0.00% $270K $13.92
2025 Q2 REDUCED 30,000 -1,136 -3.6% 0.00% $126K $16.04
2025 Q1 ADDED 31,136 +12,873 +70.5% 0.00% $147K $16.99
2024 Q4 INITIATED 18,263 — — 0.00% $93K $17.29
% of Fund (quarterly)    OXLC price (monthly, adj. close)

Other funds also holding OXLC

As of 2025 Q4 — sorted by position size

North Ground Capital 7.51% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 1.98% Bulldog Investors, LLP 3Y 7Y 1.58% Alpine Global Management, LLC 3Y 7Y 1.29% Realta Investment Advisors 3Y 1.16% DELPHI FINANCIAL GROUP, INC. 3Y 7Y 1.06% Arlington Capital Management, Inc. 3Y 7Y 0.64% Virtus Investment Advisers, LLC 3Y 7Y 0.6% Capital CS Group, LLC 3Y 0.37% ARES MANAGEMENT LLC 3Y 7Y 0.21%
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