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Disclosery

Oliver Luxxe Assets LLC: SCHW position timeline

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

Oliver Luxxe Assets LLC held 71,774 SCHW 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 71,774 shares
    Change vs previous 13F +8,821 shares

    0.98% of the 13F portfolio, value $6,622,587.

    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 62,953 shares
    Change vs previous 13F -208 shares

    0.89% of the 13F portfolio, value $5,916,323.

    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 63,161 shares
    Change vs previous 13F -1,769 shares

    0.96% of the 13F portfolio, value $6,310,416.

    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 64,930 shares
    Change vs previous 13F +3,041 shares

    0.98% of the 13F portfolio, value $6,198,867.

    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 61,889 shares
    Change vs previous 13F +1,552 shares

    1.01% of the 13F portfolio, value $5,646,752.

    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 60,337 shares
    Change vs previous 13F +22,869 shares

    0.88% of the 13F portfolio, value $4,723,180.

    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 37,468 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,428,301.

    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 37,468 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,428,301.

    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).