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Disclosery

Oliver Luxxe Assets LLC: XEL position timeline

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

Oliver Luxxe Assets LLC held 95,287 XEL 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 95,287 shares
    Change vs previous 13F +19,196 shares

    1.13% of the 13F portfolio, value $7,651,546.

    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 76,091 shares
    Change vs previous 13F +1,942 shares

    0.91% of the 13F portfolio, value $6,044,669.

    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 74,149 shares
    Change vs previous 13F +15,590 shares

    0.83% of the 13F portfolio, value $5,476,645.

    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 58,559 shares
    Change vs previous 13F +1,306 shares

    0.75% of the 13F portfolio, value $4,722,783.

    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 57,253 shares
    Change vs previous 13F -41,468 shares

    0.7% of the 13F portfolio, value $3,898,929.

    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 98,721 shares
    Change vs previous 13F +2,781 shares

    1.3% of the 13F portfolio, value $6,988,465.

    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 95,940 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $6,264,882.

    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 95,940 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $6,264,882.

    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).