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
- period ended2026-06-3013F 15,882 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,787 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,441 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 107,448 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 112,943 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,725 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).