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LVW Advisors, LLC: SCHZ position timeline

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

LVW Advisors, LLC held 108,260 SCHZ 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 108,260 shares
    Change vs previous 13F -6,840 shares

    0.22% of the 13F portfolio, value $2,504,054.

    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 115,100 shares
    Change vs previous 13F +6,081 shares

    0.26% of the 13F portfolio, value $2,672,622.

    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 109,019 shares
    Change vs previous 13F +20,375 shares

    0.26% of the 13F portfolio, value $2,547,775.

    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 88,644 shares
    Change vs previous 13F +7,020 shares

    0.22% of the 13F portfolio, value $2,080,475.

    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 81,624 shares
    Change vs previous 13F +2,559 shares

    0.21% of the 13F portfolio, value $1,896,942.

    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 79,065 shares
    Change vs previous 13F +5,758 shares

    0.22% of the 13F portfolio, value $1,831,146.

    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 73,307 shares
    Change vs previous 13F +41,167 shares

    0.2% of the 13F portfolio, value $1,664,069.

    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 32,140 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,527,293.

    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).