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Disclosery

LVW Advisors, LLC: CGIE position timeline

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

LVW Advisors, LLC held 662,732 CGIE 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 662,732 shares
    Change vs previous 13F -65,347 shares

    2.11% of the 13F portfolio, value $24,375,283.

    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 728,079 shares
    Change vs previous 13F -38,919 shares

    2.4% of the 13F portfolio, value $24,623,632.

    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 766,998 shares
    Change vs previous 13F +49,448 shares

    2.71% of the 13F portfolio, value $26,706,871.

    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 717,550 shares
    Change vs previous 13F +58,386 shares

    2.51% of the 13F portfolio, value $24,195,786.

    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 659,164 shares
    Change vs previous 13F +98,484 shares

    2.43% of the 13F portfolio, value $21,699,679.

    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 560,680 shares
    Change vs previous 13F +106,735 shares

    1.98% of the 13F portfolio, value $16,439,138.

    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 453,945 shares
    Change vs previous 13F +79,475 shares

    1.53% of the 13F portfolio, value $12,488,027.

    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 374,470 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $11,368,910.

    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).