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Disclosery

Oliver Luxxe Assets LLC: SHY position timeline

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

Oliver Luxxe Assets LLC held 13,962 SHY 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 13,962 shares
    Change vs previous 13F +3,652 shares

    0.17% of the 13F portfolio, value $1,146,392.

    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 10,310 shares
    Change vs previous 13F +2,017 shares

    0.13% of the 13F portfolio, value $851,331.

    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 8,293 shares
    Change vs previous 13F -3,983 shares

    0.1% of the 13F portfolio, value $686,847.

    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 12,276 shares
    Change vs previous 13F -1,545 shares

    0.16% of the 13F portfolio, value $1,018,409.

    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 13,821 shares
    Change vs previous 13F +340 shares

    0.2% of the 13F portfolio, value $1,145,178.

    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 13,481 shares
    Change vs previous 13F +4,879 shares

    0.21% of the 13F portfolio, value $1,115,314.

    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 8,602 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $715,281.

    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 8,602 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $715,281.

    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).