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LVW Advisors, LLC: VWO position timeline

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

LVW Advisors, LLC held 148,363 VWO 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 148,363 shares
    Change vs previous 13F +9,454 shares

    0.77% of the 13F portfolio, value $8,855,796.

    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 138,909 shares
    Change vs previous 13F +126,976 shares

    0.73% of the 13F portfolio, value $7,508,039.

    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 11,933 shares
    Change vs previous 13F +2,697 shares

    0.07% of the 13F portfolio, value $641,526.

    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 9,236 shares
    Change vs previous 13F +1,525 shares

    0.05% of the 13F portfolio, value $500,415.

    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 7,711 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $381,393.

    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 7,821 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $353,963.

    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 7,831 shares
    Change vs previous 13F +3,154 shares

    0.04% of the 13F portfolio, value $344,857.

    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 4,677 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $223,784.

    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).