Skip to content

LVW Advisors, LLC: SAP position timeline

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

LVW Advisors, LLC held 3,378 SAP 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 3,378 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $520,584.

    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 3,476 shares
    Change vs previous 13F +280 shares

    0.06% of the 13F portfolio, value $595,126.

    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 3,196 shares
    Change vs previous 13F -1,005 shares

    0.08% of the 13F portfolio, value $776,341.

    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 4,201 shares
    Change vs previous 13F -323 shares

    0.12% of the 13F portfolio, value $1,122,550.

    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 4,524 shares
    Change vs previous 13F -440 shares

    0.15% of the 13F portfolio, value $1,375,749.

    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 4,964 shares
    Change vs previous 13F -1,770 shares

    0.16% of the 13F portfolio, value $1,332,537.

    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 6,734 shares
    Change vs previous 13F +494 shares

    0.2% of the 13F portfolio, value $1,657,979.

    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 6,240 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,429,584.

    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).