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Disclosery

Oliver Luxxe Assets LLC: SPY position timeline

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

Oliver Luxxe Assets LLC held 10,257 SPY 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 10,257 shares
    Change vs previous 13F -145 shares

    1.13% of the 13F portfolio, value $7,659,916.

    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 10,402 shares
    Change vs previous 13F -296 shares

    1.01% of the 13F portfolio, value $6,765,130.

    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 10,698 shares
    Change vs previous 13F -240 shares

    1.11% of the 13F portfolio, value $7,295,097.

    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 10,938 shares
    Change vs previous 13F -391 shares

    1.15% of the 13F portfolio, value $7,286,507.

    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 11,329 shares
    Change vs previous 13F -660 shares

    1.25% of the 13F portfolio, value $6,999,812.

    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 11,989 shares
    Change vs previous 13F -584 shares

    1.25% of the 13F portfolio, value $6,706,306.

    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 12,573 shares
    Change vs previous 13F 0 shares

    1.3% of the 13F portfolio, value $7,214,163.

    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 12,573 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $7,214,163.

    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).