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Disclosery

LVW Advisors, LLC: SCHG position timeline

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

LVW Advisors, LLC held 325,679 SCHG 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 325,679 shares
    Change vs previous 13F -21,760 shares

    0.95% of the 13F portfolio, value $11,020,977.

    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 347,439 shares
    Change vs previous 13F -365,696 shares

    0.99% of the 13F portfolio, value $10,120,898.

    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 713,135 shares
    Change vs previous 13F -9,610 shares

    2.36% of the 13F portfolio, value $23,262,463.

    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 722,745 shares
    Change vs previous 13F -81,010 shares

    2.39% of the 13F portfolio, value $23,062,792.

    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 803,755 shares
    Change vs previous 13F +10,460 shares

    2.63% of the 13F portfolio, value $23,477,683.

    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 793,295 shares
    Change vs previous 13F +127,242 shares

    2.39% of the 13F portfolio, value $19,864,107.

    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 666,053 shares
    Change vs previous 13F +498,706 shares

    2.27% of the 13F portfolio, value $18,562,897.

    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 167,347 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $17,434,208.

    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).