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Disclosery

LVW Advisors, LLC: COO position timeline

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

LVW Advisors, LLC held 3,250 COO 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 3,250 shares
    Change vs previous 13F -2,808 shares

    0.02% of the 13F portfolio, value $233,058.

    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 6,058 shares
    Change vs previous 13F -1,151 shares

    0.04% of the 13F portfolio, value $433,147.

    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 7,209 shares
    Change vs previous 13F -742 shares

    0.06% of the 13F portfolio, value $590,850.

    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 7,951 shares
    Change vs previous 13F -1,082 shares

    0.06% of the 13F portfolio, value $545,121.

    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 9,033 shares
    Change vs previous 13F -915 shares

    0.07% of the 13F portfolio, value $642,789.

    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 9,948 shares
    Change vs previous 13F -268 shares

    0.1% of the 13F portfolio, value $839,114.

    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 10,216 shares
    Change vs previous 13F -375 shares

    0.12% of the 13F portfolio, value $939,157.

    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 10,591 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,168,611.

    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).