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Disclosery

LVW Advisors, LLC: AEP position timeline

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

LVW Advisors, LLC held 12,538 AEP 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 12,538 shares
    Change vs previous 13F -199 shares

    0.15% of the 13F portfolio, value $1,715,324.

    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 12,737 shares
    Change vs previous 13F -3,123 shares

    0.16% of the 13F portfolio, value $1,669,566.

    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 15,860 shares
    Change vs previous 13F -411 shares

    0.19% of the 13F portfolio, value $1,828,817.

    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 16,271 shares
    Change vs previous 13F -810 shares

    0.19% of the 13F portfolio, value $1,830,488.

    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 17,081 shares
    Change vs previous 13F +986 shares

    0.2% of the 13F portfolio, value $1,772,325.

    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 16,095 shares
    Change vs previous 13F +1,171 shares

    0.21% of the 13F portfolio, value $1,758,701.

    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 14,924 shares
    Change vs previous 13F +494 shares

    0.17% of the 13F portfolio, value $1,376,441.

    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 14,430 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,480,518.

    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).