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Disclosery

LVW Advisors, LLC: IYW position timeline

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

LVW Advisors, LLC held 1,597 IYW 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 1,597 shares
    Change vs previous 13F -1,164 shares

    0.03% of the 13F portfolio, value $402,812.

    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 2,761 shares
    Change vs previous 13F -10,601 shares

    0.05% of the 13F portfolio, value $500,901.

    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 13,362 shares
    Change vs previous 13F -44 shares

    0.27% of the 13F portfolio, value $2,668,125.

    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 13,406 shares
    Change vs previous 13F -1,160 shares

    0.27% of the 13F portfolio, value $2,625,700.

    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 14,566 shares
    Change vs previous 13F +326 shares

    0.28% of the 13F portfolio, value $2,523,851.

    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 14,240 shares
    Change vs previous 13F +441 shares

    0.24% of the 13F portfolio, value $1,999,866.

    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 13,799 shares
    Change vs previous 13F +260 shares

    0.27% of the 13F portfolio, value $2,201,217.

    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 13,539 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,052,784.

    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).