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LVW Advisors, LLC: IBKR position timeline

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

LVW Advisors, LLC held 11,086 IBKR 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 11,086 shares
    Change vs previous 13F -2,375 shares

    0.08% of the 13F portfolio, value $964,926.

    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 13,461 shares
    Change vs previous 13F -1,372 shares

    0.09% of the 13F portfolio, value $902,830.

    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 14,833 shares
    Change vs previous 13F -844 shares

    0.1% of the 13F portfolio, value $953,911.

    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 15,677 shares
    Change vs previous 13F -2,305 shares

    0.11% of the 13F portfolio, value $1,078,735.

    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 17,982 shares
    Change vs previous 13F +11,727 shares

    0.11% of the 13F portfolio, value $996,383.

    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 6,255 shares
    Change vs previous 13F -377 shares

    0.12% of the 13F portfolio, value $1,035,766.

    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 6,632 shares
    Change vs previous 13F -158 shares

    0.14% of the 13F portfolio, value $1,171,676.

    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 6,790 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $946,255.

    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).