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LVW Advisors, LLC: FNDF position timeline

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

LVW Advisors, LLC held 18,215 FNDF 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 18,215 shares
    Change vs previous 13F -1,210 shares

    0.08% of the 13F portfolio, value $961,024.

    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 19,425 shares
    Change vs previous 13F -2,837 shares

    0.09% of the 13F portfolio, value $950,466.

    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 22,262 shares
    Change vs previous 13F -436 shares

    0.1% of the 13F portfolio, value $1,006,466.

    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 22,698 shares
    Change vs previous 13F -2,147 shares

    0.1% of the 13F portfolio, value $975,107.

    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 24,845 shares
    Change vs previous 13F -2,376 shares

    0.11% of the 13F portfolio, value $994,297.

    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 27,221 shares
    Change vs previous 13F -7,576 shares

    0.12% of the 13F portfolio, value $983,767.

    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 34,797 shares
    Change vs previous 13F -13,486 shares

    0.14% of the 13F portfolio, value $1,155,609.

    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 48,283 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,804,336.

    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).