LVW Advisors, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVW Advisors, LLC on VZ, newest first. How the timeline and the estimate are built.
LVW Advisors, LLC held 41,629 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 41,629 sharesChange vs previous 13F -193 shares
0.15% of the 13F portfolio, value $1,762,588.
13F-HR 0001576053-26-000004 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,822 sharesChange vs previous 13F +1,372 shares
0.2% of the 13F portfolio, value $2,099,483.
13F-HR 0001576053-26-000002 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,450 sharesChange vs previous 13F -5,448 shares
0.17% of the 13F portfolio, value $1,647,544.
13F-HR 0001576053-26-000001 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,898 sharesChange vs previous 13F -4,058 shares
0.21% of the 13F portfolio, value $2,017,234.
13F-HR 0001576053-25-000003 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 49,956 sharesChange vs previous 13F +8,028 shares
0.24% of the 13F portfolio, value $2,161,612.
13F-HR 0001085146-25-003901 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 41,928 sharesChange vs previous 13F -3,503 shares
0.23% of the 13F portfolio, value $1,901,871.
13F-HR 0001085146-25-001955 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 45,431 sharesChange vs previous 13F -2,362 shares
0.22% of the 13F portfolio, value $1,816,801.
13F-HR 0001085146-25-000247 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,793 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $2,146,401.
13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).