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Chico Wealth RIA: LVLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chico Wealth RIA on LVLU, newest first. How the timeline and the estimate are built.

Chico Wealth RIA held 138,103 LVLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,103 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,137,764.

    13F-HR 0001926037-26-000004 filed by Chico Wealth RIA
    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 138,103 shares
    Change vs previous 13F -33,604 shares

    1.07% of the 13F portfolio, value $1,756,670.

    13F-HR 0001926037-26-000003 filed by Chico Wealth RIA
    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 171,707 shares
    Change vs previous 13F +70,275 shares

    0.58% of the 13F portfolio, value $896,311.

    13F-HR 0001926037-26-000002 filed by Chico Wealth RIA
    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 101,432 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $476,730.

    13F-HR 0001926037-25-000006 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

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