Oliver Luxxe Assets LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1666239 GLADSTONE, NJ

Position in AMG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,500,409

-$124,637 QoQ

Shares Held

10,344

-21.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#155

of 562 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $4,209,984 across 3 Asset Management names. AMG ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc. This page	10,344	$3,500,409
2	PHYS	Sprott Physical Gold Trust	12,495	$376,974
3	AMP	Ameriprise Financial Inc	725	$332,601

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,500,409	10,344	-21.0%	Shares	Sole	2026-07-09
2026-03-31	$3,625,046	13,101	-28.8%	Shares	Sole	2026-04-08
2025-12-31	$5,306,369	18,407	+64.2%	Shares	Sole	2026-01-08
2025-09-30	$2,672,800	11,210	+232.4%	Shares	Sole	2025-10-24
2023-06-30	$505,429	3,372	+5.0%	Shares	Sole	2023-08-02
2023-03-31	$457,168	3,210	—	Shares	Sole	2023-04-19
No filing history on record for this holder in this stock.