LVW Advisors, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVW Advisors, LLC on IJH, newest first. How the timeline and the estimate are built.
LVW Advisors, LLC held 40,862 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 40,862 sharesChange vs previous 13F +31,944 shares
0.27% of the 13F portfolio, value $3,150,869.
13F-HR 0001576053-26-000004 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,918 sharesChange vs previous 13F -218 shares
0.06% of the 13F portfolio, value $602,233.
13F-HR 0001576053-26-000002 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,136 sharesChange vs previous 13F -1,045 shares
0.06% of the 13F portfolio, value $602,976.
13F-HR 0001576053-26-000001 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,181 sharesChange vs previous 13F +2,357 shares
0.07% of the 13F portfolio, value $664,413.
13F-HR 0001576053-25-000003 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,824 sharesChange vs previous 13F -127 shares
0.05% of the 13F portfolio, value $485,245.
13F-HR 0001085146-25-003901 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,951 sharesChange vs previous 13F -61 shares
0.06% of the 13F portfolio, value $463,941.
13F-HR 0001085146-25-001955 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,012 sharesChange vs previous 13F +2,437 shares
0.06% of the 13F portfolio, value $499,228.
13F-HR 0001085146-25-000247 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,575 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $347,434.
13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).