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Oliver Luxxe Assets LLC: OUNZ position timeline

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

Oliver Luxxe Assets LLC held 18,085 OUNZ 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 18,085 shares
    Change vs previous 13F +4,650 shares

    0.1% of the 13F portfolio, value $697,900.

    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 13,435 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $605,247.

    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 13,435 shares
    Change vs previous 13F +1,018 shares

    0.08% of the 13F portfolio, value $557,284.

    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 12,417 shares
    Change vs previous 13F +1,658 shares

    0.07% of the 13F portfolio, value $461,788.

    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 10,759 shares
    Change vs previous 13F +1,108 shares

    0.06% of the 13F portfolio, value $343,105.

    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 9,651 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $290,881.

    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).