Oliver Luxxe Assets LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1666239 GLADSTONE, NJ

Position in LPLA

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

Position Value

$3,141,295

-$18,021 QoQ

Shares Held

11,152

+6.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#259

of 761 holders

Holding Since

Jun 2020

25 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. LPLA ranks #3 (12.4% 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. This page	11,152	$3,141,295
4	PIPR	Piper Sandler Companies	24,597	$1,779,346
5	LAZ	Lazard, Inc.	25,638	$1,075,257

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,141,295	11,152	+6.2%	Shares	Sole	2026-07-09
2026-03-31	$3,159,316	10,502	+4.0%	Shares	Sole	2026-04-08
2025-12-31	$3,607,774	10,101	+5.6%	Shares	Sole	2026-01-08
2025-09-30	$3,182,179	9,565	+5.3%	Shares	Sole	2025-10-24
2025-06-30	$3,406,602	9,085	+0.7%	Shares	Sole	2025-07-14
2025-03-31	$2,950,475	9,019	+2.6%	Shares	Sole	2025-05-14
2024-12-31	$2,871,328	8,794	+5.0%	Shares	Sole	2025-01-06
2024-09-30	$1,947,810	8,373	+1.7%	Shares	Sole	2024-10-11
2024-06-30	$2,298,359	8,229	+0.8%	Shares	Sole	2024-08-13
2024-03-31	$2,157,193	8,165	+0.2%	Shares	Sole	2024-04-18
2023-12-31	$1,855,558	8,152	+0.6%	Shares	Sole	2024-02-12
2023-09-30	$1,925,915	8,104	+52.1%	Shares	Sole	2023-11-09
2023-06-30	$1,158,467	5,328	-0.1%	Shares	Sole	2023-08-02
2023-03-31	$1,080,006	5,336	+3.5%	Shares	Sole	2023-04-19
2022-12-31	$1,114,356	5,155	+0.4%	Shares	Sole	2023-01-30
2022-09-30	$1,122,113	5,136	-45.3%	Shares	Sole	2022-11-14
2022-06-30	$1,732,820	9,393	-29.2%	Shares	Sole	2022-08-15
2022-03-31	$2,422,336	13,260	-16.4%	Shares	Sole	2022-05-13
2021-12-31	$2,539,027	15,860	0.0%	Shares	Sole	2022-02-04
2021-09-30	$2,486,213	15,860	+7.2%	Shares	Sole	2021-11-10
2021-06-30	$1,996,624	14,792	+9.2%	Shares	Sole	2021-07-29
2021-03-31	$1,924,846	13,540	-1.0%	Shares	Sole	2021-04-29
2020-12-31	$1,424,687	13,670	+6.7%	Shares	Sole	2021-02-04
2020-09-30	$982,526	12,815	+4.5%	Shares	Sole	2020-10-20
2020-06-30	$961,576	12,265	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.