LVW Advisors, LLC: APO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVW Advisors, LLC on APO, newest first. How the timeline and the estimate are built.
LVW Advisors, LLC held 6,241 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 6,241 sharesChange vs previous 13F +174 shares
0.06% of the 13F portfolio, value $738,373.
13F-HR 0001576053-26-000004 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,067 sharesChange vs previous 13F +4,302 shares
0.07% of the 13F portfolio, value $675,986.
13F-HR 0001576053-26-000002 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,765 sharesChange vs previous 13F +196 shares
0.03% of the 13F portfolio, value $255,502.
13F-HR 0001576053-26-000001 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,569 sharesChange vs previous 13F +104 shares
0.02% of the 13F portfolio, value $209,101.
13F-HR 0001576053-25-000003 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,465 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $207,840.
13F-HR 0001085146-25-003901 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).