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Disclosery

LVW Advisors, LLC: HD position timeline

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

LVW Advisors, LLC held 8,119 HD 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 8,119 shares
    Change vs previous 13F +46 shares

    0.25% of the 13F portfolio, value $2,863,338.

    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 8,073 shares
    Change vs previous 13F +146 shares

    0.26% of the 13F portfolio, value $2,655,150.

    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 7,927 shares
    Change vs previous 13F -379 shares

    0.28% of the 13F portfolio, value $2,727,790.

    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 8,306 shares
    Change vs previous 13F +58 shares

    0.35% of the 13F portfolio, value $3,365,319.

    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 8,248 shares
    Change vs previous 13F +103 shares

    0.34% of the 13F portfolio, value $3,024,017.

    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 8,145 shares
    Change vs previous 13F -772 shares

    0.36% of the 13F portfolio, value $2,984,986.

    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 8,917 shares
    Change vs previous 13F -219 shares

    0.42% of the 13F portfolio, value $3,468,705.

    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 9,136 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,701,764.

    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).