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Disclosery

Oliver Luxxe Assets LLC: LAZ position timeline

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

Oliver Luxxe Assets LLC held 25,638 LAZ 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 25,638 shares
    Change vs previous 13F -21,927 shares

    0.16% of the 13F portfolio, value $1,075,258.

    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 47,565 shares
    Change vs previous 13F -63 shares

    0.3% of the 13F portfolio, value $2,020,561.

    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 47,628 shares
    Change vs previous 13F +235 shares

    0.35% of the 13F portfolio, value $2,312,816.

    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 47,393 shares
    Change vs previous 13F +801 shares

    0.4% of the 13F portfolio, value $2,501,403.

    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 46,592 shares
    Change vs previous 13F +517 shares

    0.4% of the 13F portfolio, value $2,235,484.

    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 46,075 shares
    Change vs previous 13F +2,364 shares

    0.37% of the 13F portfolio, value $1,995,048.

    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 43,711 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $2,202,160.

    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 43,711 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,202,160.

    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).