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Disclosery

Oliver Luxxe Assets LLC: WSFS position timeline

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

Oliver Luxxe Assets LLC held 22,921 WSFS 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 22,921 shares
    Change vs previous 13F -11,507 shares

    0.26% of the 13F portfolio, value $1,758,728.

    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 34,428 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,253,657.

    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).