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LVW Advisors, LLC: STIP position timeline

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

LVW Advisors, LLC held 431,464 STIP 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 431,464 shares
    Change vs previous 13F +12,818 shares

    3.81% of the 13F portfolio, value $44,078,338.

    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 418,646 shares
    Change vs previous 13F +10,212 shares

    4.22% of the 13F portfolio, value $43,300,532.

    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 408,434 shares
    Change vs previous 13F +6,519 shares

    4.24% of the 13F portfolio, value $41,819,533.

    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 401,915 shares
    Change vs previous 13F +10,770 shares

    4.3% of the 13F portfolio, value $41,541,910.

    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 391,145 shares
    Change vs previous 13F -7,452 shares

    4.51% of the 13F portfolio, value $40,252,746.

    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 398,597 shares
    Change vs previous 13F +17,859 shares

    4.97% of the 13F portfolio, value $41,242,838.

    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 380,738 shares
    Change vs previous 13F +26,413 shares

    4.69% of the 13F portfolio, value $38,302,206.

    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 354,325 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $35,900,171.

    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).