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Disclosery

Oliver Luxxe Assets LLC: USFD position timeline

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

Oliver Luxxe Assets LLC held 57,761 USFD 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 57,761 shares
    Change vs previous 13F -50 shares

    0.87% of the 13F portfolio, value $5,906,062.

    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 57,811 shares
    Change vs previous 13F +1,147 shares

    0.8% of the 13F portfolio, value $5,330,752.

    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 56,664 shares
    Change vs previous 13F +3,601 shares

    0.65% of the 13F portfolio, value $4,267,932.

    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 53,063 shares
    Change vs previous 13F +2,270 shares

    0.64% of the 13F portfolio, value $4,065,687.

    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 50,793 shares
    Change vs previous 13F +376 shares

    0.7% of the 13F portfolio, value $3,911,569.

    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 50,417 shares
    Change vs previous 13F -16,575 shares

    0.61% of the 13F portfolio, value $3,300,297.

    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 66,992 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $4,120,008.

    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 66,992 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,120,008.

    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).