Skip to content
Disclosery

LVW Advisors, LLC: SPYM position timeline

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

LVW Advisors, LLC held 1,241,597 SPYM 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 1,241,597 shares
    Change vs previous 13F +83,132 shares

    9.43% of the 13F portfolio, value $109,111,527.

    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 1,158,465 shares
    Change vs previous 13F +724,093 shares

    8.65% of the 13F portfolio, value $88,668,912.

    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 434,372 shares
    Change vs previous 13F +139,391 shares

    3.53% of the 13F portfolio, value $34,845,322.

    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 294,981 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $23,108,812.

    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).