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Disclosery

LVW Advisors, LLC: SPGM position timeline

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

LVW Advisors, LLC held 7,447 SPGM 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 7,447 shares
    Change vs previous 13F -1,175 shares

    0.06% of the 13F portfolio, value $637,985.

    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 8,622 shares
    Change vs previous 13F -96 shares

    0.06% of the 13F portfolio, value $652,772.

    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 8,718 shares
    Change vs previous 13F -604 shares

    0.07% of the 13F portfolio, value $668,758.

    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 9,322 shares
    Change vs previous 13F -769 shares

    0.07% of the 13F portfolio, value $698,218.

    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 10,091 shares
    Change vs previous 13F -8,253 shares

    0.08% of the 13F portfolio, value $696,279.

    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 18,344 shares
    Change vs previous 13F -64,398 shares

    0.14% of the 13F portfolio, value $1,145,033.

    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 82,742 shares
    Change vs previous 13F +3,936 shares

    0.64% of the 13F portfolio, value $5,240,051.

    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 78,806 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,104,265.

    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).