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LVW Advisors, LLC: ACWI position timeline

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

LVW Advisors, LLC held 3,853 ACWI 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 3,853 shares
    Change vs previous 13F -348 shares

    0.05% of the 13F portfolio, value $604,806.

    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 4,201 shares
    Change vs previous 13F +1,022 shares

    0.06% of the 13F portfolio, value $581,293.

    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 3,179 shares
    Change vs previous 13F -69 shares

    0.05% of the 13F portfolio, value $449,797.

    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 3,248 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $449,004.

    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 3,248 shares
    Change vs previous 13F +171 shares

    0.05% of the 13F portfolio, value $417,693.

    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 3,077 shares
    Change vs previous 13F -1,122 shares

    0.04% of the 13F portfolio, value $358,133.

    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 4,199 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $493,383.

    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 4,267 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $510,120.

    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).