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Disclosery

LVW Advisors, LLC: PM position timeline

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

LVW Advisors, LLC held 9,733 PM 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 9,733 shares
    Change vs previous 13F -261 shares

    0.15% of the 13F portfolio, value $1,760,798.

    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 9,994 shares
    Change vs previous 13F -3,397 shares

    0.16% of the 13F portfolio, value $1,652,408.

    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 13,391 shares
    Change vs previous 13F -3,571 shares

    0.22% of the 13F portfolio, value $2,147,917.

    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 16,962 shares
    Change vs previous 13F -1,098 shares

    0.28% of the 13F portfolio, value $2,751,237.

    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 18,060 shares
    Change vs previous 13F +8,102 shares

    0.37% of the 13F portfolio, value $3,289,268.

    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 9,958 shares
    Change vs previous 13F +1,267 shares

    0.19% of the 13F portfolio, value $1,580,634.

    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 8,691 shares
    Change vs previous 13F +3,112 shares

    0.13% of the 13F portfolio, value $1,045,962.

    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 5,579 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $677,291.

    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).