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LVW Advisors, LLC: SCHF position timeline

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

LVW Advisors, LLC held 160,545 SCHF 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 160,545 shares
    Change vs previous 13F -20,927 shares

    0.38% of the 13F portfolio, value $4,447,097.

    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 181,472 shares
    Change vs previous 13F -4,664 shares

    0.44% of the 13F portfolio, value $4,491,432.

    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 186,136 shares
    Change vs previous 13F +7,214 shares

    0.45% of the 13F portfolio, value $4,474,710.

    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 178,922 shares
    Change vs previous 13F +6,362 shares

    0.43% of the 13F portfolio, value $4,165,305.

    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 172,560 shares
    Change vs previous 13F +10,220 shares

    0.43% of the 13F portfolio, value $3,813,576.

    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 162,340 shares
    Change vs previous 13F +46,159 shares

    0.39% of the 13F portfolio, value $3,211,086.

    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 116,181 shares
    Change vs previous 13F +61,122 shares

    0.26% of the 13F portfolio, value $2,149,349.

    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 55,059 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,264,027.

    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).