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Disclosery

LVW Advisors, LLC: STT position timeline

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

LVW Advisors, LLC held 9,282 STT 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 9,282 shares
    Change vs previous 13F +962 shares

    0.14% of the 13F portfolio, value $1,574,228.

    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 8,320 shares
    Change vs previous 13F +2,715 shares

    0.1% of the 13F portfolio, value $1,052,980.

    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 5,605 shares
    Change vs previous 13F +96 shares

    0.07% of the 13F portfolio, value $723,102.

    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 5,509 shares
    Change vs previous 13F +351 shares

    0.07% of the 13F portfolio, value $639,100.

    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 5,158 shares
    Change vs previous 13F -262 shares

    0.06% of the 13F portfolio, value $548,502.

    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 5,420 shares
    Change vs previous 13F -210 shares

    0.06% of the 13F portfolio, value $485,253.

    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 5,630 shares
    Change vs previous 13F -801 shares

    0.07% of the 13F portfolio, value $552,585.

    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 6,431 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $568,951.

    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).