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Disclosery

Oliver Luxxe Assets LLC: WFC position timeline

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

Oliver Luxxe Assets LLC held 99,896 WFC 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 99,896 shares
    Change vs previous 13F -753 shares

    1.22% of the 13F portfolio, value $8,255,378.

    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 100,649 shares
    Change vs previous 13F +2,286 shares

    1.2% of the 13F portfolio, value $8,012,641.

    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 98,363 shares
    Change vs previous 13F +845 shares

    1.4% of the 13F portfolio, value $9,167,401.

    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 97,518 shares
    Change vs previous 13F +13,338 shares

    1.29% of the 13F portfolio, value $8,173,931.

    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 84,180 shares
    Change vs previous 13F +3,762 shares

    1.2% of the 13F portfolio, value $6,744,475.

    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 80,418 shares
    Change vs previous 13F +74,516 shares

    1.07% of the 13F portfolio, value $5,773,185.

    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 5,902 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $333,404.

    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 5,902 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $333,404.

    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).