Skip to content
Disclosery

LVW Advisors, LLC: CB position timeline

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

LVW Advisors, LLC held 9,551 CB 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 9,551 shares
    Change vs previous 13F -860 shares

    0.28% of the 13F portfolio, value $3,254,408.

    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 10,411 shares
    Change vs previous 13F -137 shares

    0.33% of the 13F portfolio, value $3,393,258.

    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 10,548 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $3,292,242.

    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 10,546 shares
    Change vs previous 13F -1,058 shares

    0.31% of the 13F portfolio, value $2,976,609.

    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 11,604 shares
    Change vs previous 13F +250 shares

    0.38% of the 13F portfolio, value $3,361,911.

    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 11,354 shares
    Change vs previous 13F -202 shares

    0.41% of the 13F portfolio, value $3,428,795.

    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 11,556 shares
    Change vs previous 13F -198 shares

    0.39% of the 13F portfolio, value $3,192,923.

    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 11,754 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,389,737.

    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).