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Disclosery

LVW Advisors, LLC: VONG position timeline

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

LVW Advisors, LLC held 288,259 VONG 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 288,259 shares
    Change vs previous 13F -31,420 shares

    3.18% of the 13F portfolio, value $36,842,422.

    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 319,679 shares
    Change vs previous 13F -92,948 shares

    3.42% of the 13F portfolio, value $35,065,595.

    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 412,627 shares
    Change vs previous 13F -39,585 shares

    5.09% of the 13F portfolio, value $50,237,302.

    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 452,212 shares
    Change vs previous 13F -46,273 shares

    5.64% of the 13F portfolio, value $54,491,576.

    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 498,485 shares
    Change vs previous 13F +245 shares

    6.09% of the 13F portfolio, value $54,434,598.

    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 498,240 shares
    Change vs previous 13F +30,488 shares

    5.57% of the 13F portfolio, value $46,231,684.

    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 467,752 shares
    Change vs previous 13F +1,274 shares

    5.92% of the 13F portfolio, value $48,318,806.

    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 466,478 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $45,024,463.

    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).