Skip to content
Disclosery

LVW Advisors, LLC: NEAR position timeline

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

LVW Advisors, LLC held 66,754 NEAR 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 66,754 shares
    Change vs previous 13F -4,378 shares

    0.29% of the 13F portfolio, value $3,381,758.

    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 71,132 shares
    Change vs previous 13F +4,446 shares

    0.35% of the 13F portfolio, value $3,615,996.

    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 66,686 shares
    Change vs previous 13F +7,665 shares

    0.35% of the 13F portfolio, value $3,407,655.

    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 59,021 shares
    Change vs previous 13F +4,086 shares

    0.31% of the 13F portfolio, value $3,026,597.

    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 54,935 shares
    Change vs previous 13F +1,026 shares

    0.31% of the 13F portfolio, value $2,807,179.

    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 53,909 shares
    Change vs previous 13F +3,342 shares

    0.33% of the 13F portfolio, value $2,742,351.

    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 50,567 shares
    Change vs previous 13F +5,800 shares

    0.31% of the 13F portfolio, value $2,553,634.

    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 44,767 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,293,862.

    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).