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Disclosery

LVW Advisors, LLC: EFG position timeline

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

LVW Advisors, LLC held 8,629 EFG 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 8,629 shares
    Change vs previous 13F -260 shares

    0.09% of the 13F portfolio, value $1,073,621.

    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 8,889 shares
    Change vs previous 13F -5,575 shares

    0.1% of the 13F portfolio, value $989,968.

    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 14,464 shares
    Change vs previous 13F +4,993 shares

    0.17% of the 13F portfolio, value $1,647,739.

    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 9,471 shares
    Change vs previous 13F -404 shares

    0.11% of the 13F portfolio, value $1,078,558.

    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 9,875 shares
    Change vs previous 13F -573 shares

    0.12% of the 13F portfolio, value $1,106,000.

    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 10,448 shares
    Change vs previous 13F -26,305 shares

    0.13% of the 13F portfolio, value $1,044,800.

    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 36,753 shares
    Change vs previous 13F +21,360 shares

    0.44% of the 13F portfolio, value $3,558,793.

    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 15,393 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,657,057.

    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).