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Algorithmic Investment Models, LLC: LVHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Algorithmic Investment Models, LLC on LVHI, newest first. How the timeline and the estimate are built.

Algorithmic Investment Models, LLC held 15,882 LVHI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,882 shares
    Change vs previous 13F +95 shares

    0.75% of the 13F portfolio, value $644,571.

    13F-HR 0001172661-26-003158 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,787 shares
    Change vs previous 13F -16,654 shares

    0.79% of the 13F portfolio, value $640,005.

    13F-HR 0001172661-26-001908 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,441 shares
    Change vs previous 13F -75,007 shares

    1.47% of the 13F portfolio, value $1,194,478.

    13F-HR 0001172661-26-000565 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 107,448 shares
    Change vs previous 13F -5,495 shares

    2.48% of the 13F portfolio, value $3,733,818.

    13F-HR 0001172661-25-004663 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,943 shares
    Change vs previous 13F +95,218 shares

    2.52% of the 13F portfolio, value $3,676,295.

    13F-HR 0001172661-25-002991 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,725 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $573,758.

    13F-HR 0001172661-25-002032 filed by Algorithmic Investment Models, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).