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Disclosery

LVW Advisors, LLC: WEC position timeline

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

LVW Advisors, LLC held 14,446 WEC 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 14,446 shares
    Change vs previous 13F -155 shares

    0.15% of the 13F portfolio, value $1,686,913.

    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 14,601 shares
    Change vs previous 13F -1,990 shares

    0.16% of the 13F portfolio, value $1,690,301.

    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 16,591 shares
    Change vs previous 13F -850 shares

    0.18% of the 13F portfolio, value $1,749,692.

    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 17,441 shares
    Change vs previous 13F +179 shares

    0.21% of the 13F portfolio, value $1,998,589.

    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 17,262 shares
    Change vs previous 13F +518 shares

    0.2% of the 13F portfolio, value $1,798,720.

    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 16,744 shares
    Change vs previous 13F -163 shares

    0.22% of the 13F portfolio, value $1,824,812.

    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 16,907 shares
    Change vs previous 13F +825 shares

    0.19% of the 13F portfolio, value $1,589,954.

    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 16,082 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,546,721.

    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).