Skip to content
Disclosery

LVW Advisors, LLC: J position timeline

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

LVW Advisors, LLC held 2,963 J 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 2,963 shares
    Change vs previous 13F -320 shares

    0.03% of the 13F portfolio, value $373,338.

    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 3,283 shares
    Change vs previous 13F -179 shares

    0.04% of the 13F portfolio, value $417,861.

    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 3,462 shares
    Change vs previous 13F -672 shares

    0.05% of the 13F portfolio, value $458,577.

    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 4,134 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $619,522.

    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 4,052 shares
    Change vs previous 13F +217 shares

    0.06% of the 13F portfolio, value $532,636.

    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 3,835 shares
    Change vs previous 13F -145 shares

    0.06% of the 13F portfolio, value $463,614.

    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 3,980 shares
    Change vs previous 13F -354 shares

    0.07% of the 13F portfolio, value $531,808.

    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 4,334 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $567,321.

    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).