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LVW Advisors, LLC: ROL position timeline

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

LVW Advisors, LLC held 9,034 ROL 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 9,034 shares
    Change vs previous 13F -1,897 shares

    0.03% of the 13F portfolio, value $377,080.

    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 10,931 shares
    Change vs previous 13F -1,514 shares

    0.06% of the 13F portfolio, value $583,825.

    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 12,445 shares
    Change vs previous 13F -272 shares

    0.08% of the 13F portfolio, value $746,949.

    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 12,717 shares
    Change vs previous 13F -2,564 shares

    0.08% of the 13F portfolio, value $746,997.

    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 15,281 shares
    Change vs previous 13F -716 shares

    0.1% of the 13F portfolio, value $862,155.

    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 15,997 shares
    Change vs previous 13F -793 shares

    0.1% of the 13F portfolio, value $864,318.

    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 16,790 shares
    Change vs previous 13F -201 shares

    0.1% of the 13F portfolio, value $778,217.

    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 16,991 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $859,405.

    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).