Skip to content
Disclosery

Oliver Luxxe Assets LLC: MSFT position timeline

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

Oliver Luxxe Assets LLC held 8,185 MSFT 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 8,185 shares
    Change vs previous 13F +50 shares

    0.45% of the 13F portfolio, value $3,053,065.

    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 8,135 shares
    Change vs previous 13F -70 shares

    0.45% of the 13F portfolio, value $3,011,230.

    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 8,205 shares
    Change vs previous 13F -511 shares

    0.6% of the 13F portfolio, value $3,967,968.

    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 8,716 shares
    Change vs previous 13F +269 shares

    0.71% of the 13F portfolio, value $4,514,309.

    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 8,447 shares
    Change vs previous 13F -230 shares

    0.75% of the 13F portfolio, value $4,201,484.

    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 8,677 shares
    Change vs previous 13F +275 shares

    0.61% of the 13F portfolio, value $3,257,155.

    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 8,402 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $3,615,381.

    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 8,402 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,615,381.

    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).