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LVW Advisors, LLC: IJR position timeline

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

LVW Advisors, LLC held 87,766 IJR 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 87,766 shares
    Change vs previous 13F -17,725 shares

    1.12% of the 13F portfolio, value $13,016,576.

    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 105,491 shares
    Change vs previous 13F -11,483 shares

    1.28% of the 13F portfolio, value $13,113,587.

    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 116,974 shares
    Change vs previous 13F +3,577 shares

    1.42% of the 13F portfolio, value $14,057,936.

    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 113,397 shares
    Change vs previous 13F +1,715 shares

    1.4% of the 13F portfolio, value $13,474,966.

    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 111,682 shares
    Change vs previous 13F +21,043 shares

    1.37% of the 13F portfolio, value $12,205,726.

    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 90,639 shares
    Change vs previous 13F +16,868 shares

    1.14% of the 13F portfolio, value $9,478,121.

    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 73,771 shares
    Change vs previous 13F +19,592 shares

    1.04% of the 13F portfolio, value $8,499,895.

    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 54,179 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $6,336,776.

    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).