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Disclosery

LVW Advisors, LLC: FIX position timeline

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

LVW Advisors, LLC held 456 FIX 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 456 shares
    Change vs previous 13F -112 shares

    0.08% of the 13F portfolio, value $903,770.

    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 568 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $783,267.

    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 529 shares
    Change vs previous 13F -109 shares

    0.05% of the 13F portfolio, value $493,711.

    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 638 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $526,465.

    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 637 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $341,566.

    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).