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LVW Advisors, LLC: BND position timeline

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

LVW Advisors, LLC held 204,376 BND 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 204,376 shares
    Change vs previous 13F -13,489 shares

    1.3% of the 13F portfolio, value $15,003,243.

    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 217,865 shares
    Change vs previous 13F +26,585 shares

    1.56% of the 13F portfolio, value $16,043,579.

    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 191,280 shares
    Change vs previous 13F +5,094 shares

    1.44% of the 13F portfolio, value $14,168,110.

    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 186,186 shares
    Change vs previous 13F +5,686 shares

    1.43% of the 13F portfolio, value $13,846,653.

    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 180,500 shares
    Change vs previous 13F -64,109 shares

    1.49% of the 13F portfolio, value $13,290,215.

    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 244,609 shares
    Change vs previous 13F -26,188 shares

    2.17% of the 13F portfolio, value $17,966,532.

    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 270,797 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $19,473,013.

    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).