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LVW Advisors, LLC: VTEB position timeline

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

LVW Advisors, LLC held 26,276 VTEB 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 26,276 shares
    Change vs previous 13F -1,632 shares

    0.11% of the 13F portfolio, value $1,329,041.

    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 27,908 shares
    Change vs previous 13F +1,000 shares

    0.14% of the 13F portfolio, value $1,392,331.

    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 26,908 shares
    Change vs previous 13F +4,505 shares

    0.14% of the 13F portfolio, value $1,353,204.

    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 22,403 shares
    Change vs previous 13F +1,474 shares

    0.12% of the 13F portfolio, value $1,121,719.

    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 20,929 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $1,026,149.

    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 20,952 shares
    Change vs previous 13F -4,494 shares

    0.13% of the 13F portfolio, value $1,039,639.

    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 25,446 shares
    Change vs previous 13F -75,994 shares

    0.16% of the 13F portfolio, value $1,275,608.

    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 101,440 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,185,613.

    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).