Oliver Luxxe Assets LLC

Position in LAZ — Lazard, Inc.

CIK 1666239 GLADSTONE, NJ

Position in LAZ

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

Position Value

$1,075,257

-$945,304 QoQ

Shares Held

25,638

-46.1% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#138

of 339 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $25,293,624 across 5 Capital Markets names. LAZ ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	60,635	$12,675,140
2	SCHW	Schwab Charles Corp	71,774	$6,622,586
3	LPLA	LPL Financial Holdings Inc.	11,152	$3,141,295
4	PIPR	Piper Sandler Companies	24,597	$1,779,346
5	LAZ	Lazard, Inc. This page	25,638	$1,075,257

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,075,257	25,638	-46.1%	Shares	Sole	2026-07-09
2026-03-31	$2,020,561	47,565	-0.1%	Shares	Sole	2026-04-08
2025-12-31	$2,312,815	47,628	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$2,501,402	47,393	+1.7%	Shares	Sole	2025-10-24
2025-06-30	$2,235,484	46,592	+1.1%	Shares	Sole	2025-07-14
2025-03-31	$1,995,047	46,075	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$2,344,862	45,549	+4.2%	Shares	Sole	2025-01-06
2024-09-30	$2,202,160	43,711	+108.6%	Shares	Sole	2024-10-11
2024-06-30	$800,100	20,956	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.