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Blake Schutter Theil Wealth Advisors, LLC: LVHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blake Schutter Theil Wealth Advisors, LLC on LVHI, newest first. How the timeline and the estimate are built.

Blake Schutter Theil Wealth Advisors, LLC held 30,386 LVHI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,386 shares
    Change vs previous 13F +106 shares

    0.83% of the 13F portfolio, value $1,233,229.

    13F-HR 0002042011-26-000003 filed by Blake Schutter Theil Wealth Advisors, 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 30,280 shares
    Change vs previous 13F +3,113 shares

    1% of the 13F portfolio, value $1,227,543.

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth Advisors, 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 27,167 shares
    Change vs previous 13F +4,026 shares

    0.82% of the 13F portfolio, value $1,000,296.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth Advisors, 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 23,141 shares
    Change vs previous 13F +70 shares

    0.8% of the 13F portfolio, value $804,149.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth Advisors, 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 23,071 shares
    Change vs previous 13F -788 shares

    0.85% of the 13F portfolio, value $750,955.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth Advisors, 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 23,859 shares
    Change vs previous 13F +12,407 shares

    0.88% of the 13F portfolio, value $772,323.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,452 shares
    Change vs previous 13F +50 shares

    0.37% of the 13F portfolio, value $349,511.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,402 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $354,366.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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