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Disclosery

LVW Advisors, LLC: MA position timeline

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

LVW Advisors, LLC held 6,008 MA 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 6,008 shares
    Change vs previous 13F -125 shares

    0.27% of the 13F portfolio, value $3,085,814.

    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 6,133 shares
    Change vs previous 13F -661 shares

    0.3% of the 13F portfolio, value $3,064,517.

    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 6,794 shares
    Change vs previous 13F -161 shares

    0.39% of the 13F portfolio, value $3,878,675.

    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 6,955 shares
    Change vs previous 13F -905 shares

    0.41% of the 13F portfolio, value $3,956,190.

    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 7,860 shares
    Change vs previous 13F +736 shares

    0.49% of the 13F portfolio, value $4,417,082.

    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 7,124 shares
    Change vs previous 13F +199 shares

    0.47% of the 13F portfolio, value $3,905,019.

    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 6,925 shares
    Change vs previous 13F +421 shares

    0.45% of the 13F portfolio, value $3,646,686.

    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 6,504 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,211,839.

    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).