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LVW Advisors, LLC: MO position timeline

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

LVW Advisors, LLC held 55,663 MO 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 55,663 shares
    Change vs previous 13F +1,199 shares

    0.35% of the 13F portfolio, value $4,004,979.

    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 54,464 shares
    Change vs previous 13F -7,246 shares

    0.35% of the 13F portfolio, value $3,594,096.

    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 61,710 shares
    Change vs previous 13F -5,878 shares

    0.36% of the 13F portfolio, value $3,558,179.

    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 67,588 shares
    Change vs previous 13F -9,573 shares

    0.46% of the 13F portfolio, value $4,464,842.

    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 77,161 shares
    Change vs previous 13F +5,258 shares

    0.51% of the 13F portfolio, value $4,523,973.

    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 71,903 shares
    Change vs previous 13F +132 shares

    0.52% of the 13F portfolio, value $4,315,645.

    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 71,771 shares
    Change vs previous 13F -1,722 shares

    0.46% of the 13F portfolio, value $3,752,912.

    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 73,493 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,751,070.

    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).