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Disclosery

LVW Advisors, LLC: NWG position timeline

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

LVW Advisors, LLC held 47,857 NWG 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 47,857 shares
    Change vs previous 13F +10,773 shares

    0.07% of the 13F portfolio, value $843,719.

    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 37,084 shares
    Change vs previous 13F +4,128 shares

    0.05% of the 13F portfolio, value $552,552.

    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 32,956 shares
    Change vs previous 13F -1,476 shares

    0.06% of the 13F portfolio, value $576,730.

    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 34,432 shares
    Change vs previous 13F -2,317 shares

    0.05% of the 13F portfolio, value $487,213.

    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 36,749 shares
    Change vs previous 13F -2,047 shares

    0.06% of the 13F portfolio, value $519,999.

    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 38,796 shares
    Change vs previous 13F +307 shares

    0.06% of the 13F portfolio, value $462,449.

    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 38,489 shares
    Change vs previous 13F +850 shares

    0.05% of the 13F portfolio, value $391,434.

    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 37,639 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $352,302.

    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).