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Disclosery

Oliver Luxxe Assets LLC: EPD position timeline

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

Oliver Luxxe Assets LLC held 36,331 EPD 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 36,331 shares
    Change vs previous 13F -9,595 shares

    0.2% of the 13F portfolio, value $1,335,528.

    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 45,926 shares
    Change vs previous 13F -963 shares

    0.26% of the 13F portfolio, value $1,737,840.

    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 46,889 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,503,261.

    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 46,889 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,466,219.

    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).

  5. period ended2025-06-30
    13F 46,889 shares
    Change vs previous 13F -281,836 shares

    0.26% of the 13F portfolio, value $1,454,028.

    13F-HR 0001666239-25-000011 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).

  6. period ended2025-03-31
    13F 328,725 shares
    Change vs previous 13F +4,948 shares

    2.09% of the 13F portfolio, value $11,222,672.

    13F-HR 0001666239-25-000008 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).

  7. period ended2024-12-31
    13F/A 323,777 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $9,425,148.

    13F-HR/A 0001666239-25-000004 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).

  8. period ended2024-09-30
    13F 323,777 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $9,425,148.

    13F-HR 0001666239-24-000006 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).