Position in WFRD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,215,083
-$863,407 QoQ
Shares Held
14,909
-32.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#13
of 34 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFRD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Oliver Luxxe Assets LLC holds $13,134,211 across 3 Oil & Gas Equipment & Services names. WFRD ranks #3 (9.3% of the industry book) .
All Filings in WFRD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,083 | 14,909 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,078,490 | 21,976 | Shares | Sole | 2026-04-08 | |
| 2024-12-31 | $1,502,152 | 20,971 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,780,857 | 20,971 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,420,297 | 11,599 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,307,016 | 11,324 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,095,598 | 11,199 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,431,369 | 15,846 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $900,057 | 13,551 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $538,363 | 9,071 | Shares | Sole | 2023-04-19 | |
| 2022-03-31 | $381,451 | 11,455 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||