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Disclosery

LVW Advisors, LLC: IWM position timeline

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

LVW Advisors, LLC held 7,072 IWM 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 7,072 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $2,124,879.

    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 7,081 shares
    Change vs previous 13F +330 shares

    0.17% of the 13F portfolio, value $1,756,109.

    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 6,751 shares
    Change vs previous 13F -852 shares

    0.17% of the 13F portfolio, value $1,661,803.

    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 7,603 shares
    Change vs previous 13F -473 shares

    0.19% of the 13F portfolio, value $1,839,518.

    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 8,076 shares
    Change vs previous 13F -1,931 shares

    0.2% of the 13F portfolio, value $1,742,784.

    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 10,007 shares
    Change vs previous 13F -1,989 shares

    0.24% of the 13F portfolio, value $1,996,301.

    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 11,996 shares
    Change vs previous 13F +289 shares

    0.32% of the 13F portfolio, value $2,650,543.

    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 11,707 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,585,883.

    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).