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Disclosery

LVW Advisors, LLC: WMT position timeline

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

LVW Advisors, LLC held 23,279 WMT 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 23,279 shares
    Change vs previous 13F +895 shares

    0.23% of the 13F portfolio, value $2,636,624.

    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 22,384 shares
    Change vs previous 13F +437 shares

    0.27% of the 13F portfolio, value $2,781,932.

    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 21,947 shares
    Change vs previous 13F +51 shares

    0.25% of the 13F portfolio, value $2,445,159.

    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 21,896 shares
    Change vs previous 13F -825 shares

    0.23% of the 13F portfolio, value $2,256,642.

    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 22,721 shares
    Change vs previous 13F +1,083 shares

    0.25% of the 13F portfolio, value $2,221,647.

    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 21,638 shares
    Change vs previous 13F -2,009 shares

    0.23% of the 13F portfolio, value $1,899,589.

    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 23,647 shares
    Change vs previous 13F -1,042 shares

    0.26% of the 13F portfolio, value $2,136,495.

    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 24,689 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,993,627.

    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).