LVW Advisors, LLC: DB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVW Advisors, LLC on DB, newest first. How the timeline and the estimate are built.
LVW Advisors, LLC held 9,033 DB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 9,033 sharesChange vs previous 13F -4,030 shares
0.03% of the 13F portfolio, value $304,955.
13F-HR 0001576053-26-000004 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,063 sharesChange vs previous 13F -3,415 shares
0.04% of the 13F portfolio, value $389,017.
13F-HR 0001576053-26-000002 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,478 sharesChange vs previous 13F -3,669 shares
0.06% of the 13F portfolio, value $635,392.
13F-HR 0001576053-26-000001 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,147 sharesChange vs previous 13F -1,274 shares
0.07% of the 13F portfolio, value $713,406.
13F-HR 0001576053-25-000003 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,421 sharesChange vs previous 13F -1,348 shares
0.07% of the 13F portfolio, value $627,207.
13F-HR 0001085146-25-003901 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,769 sharesChange vs previous 13F +4,660 shares
0.07% of the 13F portfolio, value $542,586.
13F-HR 0001085146-25-001955 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,109 sharesChange vs previous 13F -881 shares
0.04% of the 13F portfolio, value $308,759.
13F-HR 0001085146-25-000247 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,990 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $328,717.
13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).