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Wolf Group Capital Advisors: OLLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolf Group Capital Advisors on OLLI, newest first. How the timeline and the estimate are built.

Wolf Group Capital Advisors held 9,050 OLLI shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 9,050 shares
    Change vs previous 13F -2,426 shares

    0.35% of the 13F portfolio, value $1,053,058.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 11,476 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $664,804.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 11,476 shares
    Change vs previous 13F +1,437 shares

    0.32% of the 13F portfolio, value $664,804.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 10,039 shares
    Change vs previous 13F -1,437 shares

    0.39% of the 13F portfolio, value $985,528.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 11,476 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $664,804.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 11,476 shares
    Change vs previous 13F +770 shares

    0.32% of the 13F portfolio, value $664,804.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 10,706 shares
    Change vs previous 13F -771 shares

    0.39% of the 13F portfolio, value $826,289.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 11,477 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $612,298.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).