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
- period ended2026-06-3013F 9,034 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,931 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,445 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,717 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,281 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,997 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,991 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).