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LVW Advisors, LLC: SUB position timeline

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

LVW Advisors, LLC held 253,970 SUB 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 253,970 shares
    Change vs previous 13F +23,629 shares

    2.34% of the 13F portfolio, value $27,040,216.

    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 230,341 shares
    Change vs previous 13F +12,689 shares

    2.39% of the 13F portfolio, value $24,531,342.

    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 217,652 shares
    Change vs previous 13F +1,547 shares

    2.35% of the 13F portfolio, value $23,223,423.

    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 216,105 shares
    Change vs previous 13F +18,000 shares

    2.39% of the 13F portfolio, value $23,075,717.

    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 198,105 shares
    Change vs previous 13F +12,719 shares

    2.36% of the 13F portfolio, value $21,066,438.

    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 185,386 shares
    Change vs previous 13F +117,447 shares

    2.36% of the 13F portfolio, value $19,576,752.

    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 67,939 shares
    Change vs previous 13F +3,555 shares

    0.88% of the 13F portfolio, value $7,166,175.

    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 64,384 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,836,990.

    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).