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Disclosery

LVW Advisors, LLC: ALLE position timeline

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

LVW Advisors, LLC held 3,772 ALLE 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 3,772 shares
    Change vs previous 13F -803 shares

    0.05% of the 13F portfolio, value $529,929.

    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 4,575 shares
    Change vs previous 13F -284 shares

    0.06% of the 13F portfolio, value $664,702.

    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 4,859 shares
    Change vs previous 13F -394 shares

    0.08% of the 13F portfolio, value $773,650.

    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 5,253 shares
    Change vs previous 13F -778 shares

    0.1% of the 13F portfolio, value $931,620.

    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 6,031 shares
    Change vs previous 13F +921 shares

    0.1% of the 13F portfolio, value $869,188.

    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 5,110 shares
    Change vs previous 13F -300 shares

    0.08% of the 13F portfolio, value $666,651.

    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 5,410 shares
    Change vs previous 13F -97 shares

    0.09% of the 13F portfolio, value $706,979.

    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 5,507 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $802,591.

    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).