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Disclosery

Oliver Luxxe Assets LLC: AMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oliver Luxxe Assets LLC on AMG, newest first. How the timeline and the estimate are built.

Oliver Luxxe Assets LLC held 10,344 AMG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,344 shares
    Change vs previous 13F -2,757 shares

    0.52% of the 13F portfolio, value $3,500,410.

    13F-HR 0001666239-26-000008 filed by Oliver Luxxe Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,101 shares
    Change vs previous 13F -5,306 shares

    0.54% of the 13F portfolio, value $3,625,047.

    13F-HR 0001666239-26-000006 filed by Oliver Luxxe Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,407 shares
    Change vs previous 13F +7,197 shares

    0.81% of the 13F portfolio, value $5,306,370.

    13F-HR 0001666239-26-000002 filed by Oliver Luxxe Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,210 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,672,800.

    13F-HR 0001666239-25-000015 filed by Oliver Luxxe Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).