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Disclosery

Oliver Luxxe Assets LLC: IDA position timeline

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

Oliver Luxxe Assets LLC held 12,416 IDA 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 12,416 shares
    Change vs previous 13F -10,491 shares

    0.28% of the 13F portfolio, value $1,878,541.

    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 22,907 shares
    Change vs previous 13F +5,317 shares

    0.49% of the 13F portfolio, value $3,275,014.

    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 17,590 shares
    Change vs previous 13F +39 shares

    0.34% of the 13F portfolio, value $2,226,190.

    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 17,551 shares
    Change vs previous 13F +236 shares

    0.37% of the 13F portfolio, value $2,319,365.

    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 17,315 shares
    Change vs previous 13F +4,669 shares

    0.36% of the 13F portfolio, value $1,999,017.

    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 12,646 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,469,718.

    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).