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LVW Advisors, LLC: TAFM position timeline

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

LVW Advisors, LLC held 1,050,870 TAFM 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 1,050,870 shares
    Change vs previous 13F +73,711 shares

    2.33% of the 13F portfolio, value $26,986,342.

    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 977,159 shares
    Change vs previous 13F -28,710 shares

    2.41% of the 13F portfolio, value $24,717,237.

    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 1,005,869 shares
    Change vs previous 13F +38,423 shares

    2.59% of the 13F portfolio, value $25,569,190.

    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 967,446 shares
    Change vs previous 13F +88,135 shares

    2.55% of the 13F portfolio, value $24,592,478.

    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 879,311 shares
    Change vs previous 13F +67,464 shares

    2.45% of the 13F portfolio, value $21,915,069.

    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 811,847 shares
    Change vs previous 13F +410,670 shares

    2.46% of the 13F portfolio, value $20,430,131.

    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 401,177 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $10,139,789.

    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).