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Disclosery

Oliver Luxxe Assets LLC: IWR position timeline

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

Oliver Luxxe Assets LLC held 21,281 IWR 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 21,281 shares
    Change vs previous 13F -547 shares

    0.35% of the 13F portfolio, value $2,347,677.

    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 21,828 shares
    Change vs previous 13F -1,366 shares

    0.32% of the 13F portfolio, value $2,122,333.

    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 23,194 shares
    Change vs previous 13F -342 shares

    0.34% of the 13F portfolio, value $2,232,900.

    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 23,536 shares
    Change vs previous 13F -109 shares

    0.36% of the 13F portfolio, value $2,272,364.

    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 23,645 shares
    Change vs previous 13F -813 shares

    0.39% of the 13F portfolio, value $2,174,653.

    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 24,458 shares
    Change vs previous 13F -249 shares

    0.39% of the 13F portfolio, value $2,080,617.

    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 24,707 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,177,676.

    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 24,707 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,177,676.

    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).