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LVW Advisors, LLC: BIV position timeline

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

LVW Advisors, LLC held 494,779 BIV 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 494,779 shares
    Change vs previous 13F +29,652 shares

    3.28% of the 13F portfolio, value $37,949,550.

    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 465,127 shares
    Change vs previous 13F +15,956 shares

    3.5% of the 13F portfolio, value $35,898,502.

    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 449,171 shares
    Change vs previous 13F +21,084 shares

    3.55% of the 13F portfolio, value $34,981,438.

    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 428,087 shares
    Change vs previous 13F +35,657 shares

    3.46% of the 13F portfolio, value $33,429,314.

    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 392,430 shares
    Change vs previous 13F +15,875 shares

    3.4% of the 13F portfolio, value $30,350,537.

    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 376,555 shares
    Change vs previous 13F +116,007 shares

    3.48% of the 13F portfolio, value $28,832,817.

    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 260,548 shares
    Change vs previous 13F -10,971 shares

    2.38% of the 13F portfolio, value $19,470,753.

    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 271,519 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $21,278,945.

    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).