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Disclosery

LVW Advisors, LLC: SCHA position timeline

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

LVW Advisors, LLC held 50,375 SCHA 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 50,375 shares
    Change vs previous 13F -11,264 shares

    0.16% of the 13F portfolio, value $1,820,054.

    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 61,639 shares
    Change vs previous 13F -1,646 shares

    0.17% of the 13F portfolio, value $1,792,466.

    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 63,285 shares
    Change vs previous 13F -3,472 shares

    0.18% of the 13F portfolio, value $1,802,361.

    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 66,757 shares
    Change vs previous 13F -5,883 shares

    0.19% of the 13F portfolio, value $1,862,524.

    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 72,640 shares
    Change vs previous 13F -23,400 shares

    0.21% of the 13F portfolio, value $1,837,796.

    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 96,040 shares
    Change vs previous 13F -41,244 shares

    0.27% of the 13F portfolio, value $2,250,221.

    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 137,284 shares
    Change vs previous 13F +67,415 shares

    0.43% of the 13F portfolio, value $3,550,168.

    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 69,869 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,598,242.

    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).