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LVW Advisors, LLC: AAPL position timeline

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

LVW Advisors, LLC held 139,990 AAPL 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 139,990 shares
    Change vs previous 13F +379 shares

    3.5% of the 13F portfolio, value $40,507,614.

    13F-HR 0001576053-26-000004 filed by LVW 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 139,611 shares
    Change vs previous 13F -1,075 shares

    3.46% of the 13F portfolio, value $35,431,765.

    13F-HR 0001576053-26-000002 filed by LVW 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 140,686 shares
    Change vs previous 13F +4,714 shares

    3.88% of the 13F portfolio, value $38,246,838.

    13F-HR 0001576053-26-000001 filed by LVW 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 135,972 shares
    Change vs previous 13F +8,841 shares

    3.58% of the 13F portfolio, value $34,622,489.

    13F-HR 0001576053-25-000003 filed by LVW 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 127,131 shares
    Change vs previous 13F +4,355 shares

    2.92% of the 13F portfolio, value $26,083,456.

    13F-HR 0001085146-25-003901 filed by LVW 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 122,776 shares
    Change vs previous 13F -32 shares

    3.29% of the 13F portfolio, value $27,272,123.

    13F-HR 0001085146-25-001955 filed by LVW 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 122,808 shares
    Change vs previous 13F -4,603 shares

    3.77% of the 13F portfolio, value $30,753,584.

    13F-HR 0001085146-25-000247 filed by LVW 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 127,411 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $29,686,699.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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