Skip to content
Disclosery

LVW Advisors, LLC: MSFT position timeline

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

LVW Advisors, LLC held 35,961 MSFT 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 35,961 shares
    Change vs previous 13F -893 shares

    1.16% of the 13F portfolio, value $13,414,220.

    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 36,854 shares
    Change vs previous 13F -977 shares

    1.33% of the 13F portfolio, value $13,642,264.

    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 37,831 shares
    Change vs previous 13F -347 shares

    1.85% of the 13F portfolio, value $18,295,722.

    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 38,178 shares
    Change vs previous 13F +3,950 shares

    2.05% of the 13F portfolio, value $19,774,459.

    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 34,228 shares
    Change vs previous 13F +3,779 shares

    1.91% of the 13F portfolio, value $17,025,417.

    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 30,449 shares
    Change vs previous 13F +1,098 shares

    1.38% of the 13F portfolio, value $11,430,224.

    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 29,351 shares
    Change vs previous 13F -1,791 shares

    1.52% of the 13F portfolio, value $12,371,609.

    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 31,142 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $13,400,524.

    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).