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Disclosery

Oliver Luxxe Assets LLC: LPLA position timeline

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

Oliver Luxxe Assets LLC held 11,152 LPLA 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 11,152 shares
    Change vs previous 13F +650 shares

    0.46% of the 13F portfolio, value $3,141,315.

    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 10,502 shares
    Change vs previous 13F +401 shares

    0.47% of the 13F portfolio, value $3,159,338.

    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 10,101 shares
    Change vs previous 13F +536 shares

    0.55% of the 13F portfolio, value $3,607,799.

    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 9,565 shares
    Change vs previous 13F +480 shares

    0.5% of the 13F portfolio, value $3,182,203.

    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 9,085 shares
    Change vs previous 13F +66 shares

    0.61% of the 13F portfolio, value $3,406,629.

    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 9,019 shares
    Change vs previous 13F +646 shares

    0.55% of the 13F portfolio, value $2,950,516.

    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 8,373 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,947,827.

    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 8,373 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,947,827.

    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).