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LVW Advisors, LLC: PEP position timeline

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

LVW Advisors, LLC held 13,799 PEP 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 13,799 shares
    Change vs previous 13F -1,178 shares

    0.16% of the 13F portfolio, value $1,868,371.

    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 14,977 shares
    Change vs previous 13F -2,130 shares

    0.23% of the 13F portfolio, value $2,325,769.

    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 17,107 shares
    Change vs previous 13F -1,209 shares

    0.25% of the 13F portfolio, value $2,455,129.

    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 18,316 shares
    Change vs previous 13F +613 shares

    0.27% of the 13F portfolio, value $2,572,340.

    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 17,703 shares
    Change vs previous 13F -342 shares

    0.26% of the 13F portfolio, value $2,337,493.

    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 18,045 shares
    Change vs previous 13F -1,191 shares

    0.33% of the 13F portfolio, value $2,705,657.

    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 19,236 shares
    Change vs previous 13F +1,178 shares

    0.36% of the 13F portfolio, value $2,925,041.

    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 18,058 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,070,780.

    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).