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Disclosery

LVW Advisors, LLC: VYM position timeline

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

LVW Advisors, LLC held 8,298 VYM 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 8,298 shares
    Change vs previous 13F -950 shares

    0.11% of the 13F portfolio, value $1,311,333.

    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 9,248 shares
    Change vs previous 13F -41 shares

    0.13% of the 13F portfolio, value $1,369,629.

    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 9,289 shares
    Change vs previous 13F -1,320 shares

    0.14% of the 13F portfolio, value $1,333,158.

    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 10,609 shares
    Change vs previous 13F +1,409 shares

    0.15% of the 13F portfolio, value $1,495,339.

    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 9,200 shares
    Change vs previous 13F -2,981 shares

    0.14% of the 13F portfolio, value $1,226,452.

    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 12,181 shares
    Change vs previous 13F -1,806 shares

    0.19% of the 13F portfolio, value $1,570,862.

    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 13,987 shares
    Change vs previous 13F +3,507 shares

    0.22% of the 13F portfolio, value $1,784,602.

    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 10,480 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,343,536.

    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).