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LVW Advisors, LLC: VEA position timeline

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

LVW Advisors, LLC held 1,140,123 VEA 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 1,140,123 shares
    Change vs previous 13F -29,584 shares

    7.02% of the 13F portfolio, value $81,233,756.

    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 1,169,707 shares
    Change vs previous 13F -79,537 shares

    7.31% of the 13F portfolio, value $74,954,840.

    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 1,249,244 shares
    Change vs previous 13F -8,272 shares

    7.91% of the 13F portfolio, value $78,040,246.

    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 1,257,516 shares
    Change vs previous 13F +24,996 shares

    7.8% of the 13F portfolio, value $75,350,349.

    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 1,232,520 shares
    Change vs previous 13F +1,145,765 shares

    7.87% of the 13F portfolio, value $70,265,973.

    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 86,755 shares
    Change vs previous 13F -2,609 shares

    0.53% of the 13F portfolio, value $4,409,748.

    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 89,364 shares
    Change vs previous 13F +7,773 shares

    0.52% of the 13F portfolio, value $4,273,397.

    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 81,591 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,308,825.

    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).