Position in IDA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,275,013
+$1,048,823 QoQ
Shares Held
22,907
+30.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Oliver Luxxe Assets LLC holds $25,606,629 across 5 Utilities - Regulated Electric names. IDA ranks #4 (12.8% of the industry book) .
All Filings in IDA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,275,013 | 22,907 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,226,190 | 17,590 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,319,364 | 17,551 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,999,016 | 17,315 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,469,718 | 12,646 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||