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Disclosery

LVW Advisors, LLC: BNY position timeline

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

LVW Advisors, LLC held 9,054 BNY 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 9,054 shares
    Change vs previous 13F +167 shares

    0.11% of the 13F portfolio, value $1,309,299.

    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 8,887 shares
    Change vs previous 13F +1,013 shares

    0.1% of the 13F portfolio, value $1,054,265.

    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 7,874 shares
    Change vs previous 13F -2,355 shares

    0.09% of the 13F portfolio, value $914,093.

    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 10,229 shares
    Change vs previous 13F -3,137 shares

    0.12% of the 13F portfolio, value $1,114,552.

    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 13,366 shares
    Change vs previous 13F -288 shares

    0.14% of the 13F portfolio, value $1,217,777.

    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 13,654 shares
    Change vs previous 13F -237 shares

    0.14% of the 13F portfolio, value $1,145,161.

    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 13,891 shares
    Change vs previous 13F -927 shares

    0.13% of the 13F portfolio, value $1,067,246.

    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 14,818 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,064,822.

    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).