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Disclosery

LVW Advisors, LLC: SCHO position timeline

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

LVW Advisors, LLC held 2,182,846 SCHO 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 2,182,846 shares
    Change vs previous 13F +69,861 shares

    4.55% of the 13F portfolio, value $52,693,895.

    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 2,112,985 shares
    Change vs previous 13F +40,751 shares

    5% of the 13F portfolio, value $51,282,149.

    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 2,072,234 shares
    Change vs previous 13F +90,232 shares

    5.12% of the 13F portfolio, value $50,500,335.

    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 1,982,002 shares
    Change vs previous 13F +147,402 shares

    5.01% of the 13F portfolio, value $48,360,852.

    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 1,834,600 shares
    Change vs previous 13F -85,772 shares

    5.01% of the 13F portfolio, value $44,727,546.

    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 1,920,372 shares
    Change vs previous 13F +862,521 shares

    5.63% of the 13F portfolio, value $46,741,859.

    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 1,057,851 shares
    Change vs previous 13F +529,781 shares

    3.12% of the 13F portfolio, value $25,451,893.

    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 528,070 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $25,864,848.

    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).