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Disclosery

Empirical Asset Management, LLC: LVHI position timeline

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

Empirical Asset Management, LLC held 5,554 LVHI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,554 shares
    Change vs previous 13F -378 shares

    0.05% of the 13F portfolio, value $225,407.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 5,932 shares
    Change vs previous 13F -774 shares

    0.06% of the 13F portfolio, value $240,488.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 6,706 shares
    Change vs previous 13F -10,802 shares

    0.07% of the 13F portfolio, value $246,924.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 17,508 shares
    Change vs previous 13F -19,716 shares

    0.17% of the 13F portfolio, value $608,417.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 37,224 shares
    Change vs previous 13F +537 shares

    0.37% of the 13F portfolio, value $1,211,644.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 36,687 shares
    Change vs previous 13F +807 shares

    0.4% of the 13F portfolio, value $1,187,543.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 35,880 shares
    Change vs previous 13F -1,065 shares

    0.37% of the 13F portfolio, value $1,095,067.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 36,945 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,148,246.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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