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Disclosery

LVW Advisors, LLC: XEL position timeline

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

LVW Advisors, LLC held 3,352 XEL 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 3,352 shares
    Change vs previous 13F -590 shares

    0.02% of the 13F portfolio, value $269,166.

    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 3,942 shares
    Change vs previous 13F -5,050 shares

    0.03% of the 13F portfolio, value $313,153.

    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 8,992 shares
    Change vs previous 13F -414 shares

    0.07% of the 13F portfolio, value $664,150.

    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 9,406 shares
    Change vs previous 13F +697 shares

    0.08% of the 13F portfolio, value $758,594.

    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 8,709 shares
    Change vs previous 13F +15 shares

    0.07% of the 13F portfolio, value $593,083.

    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 8,694 shares
    Change vs previous 13F -3,808 shares

    0.07% of the 13F portfolio, value $615,449.

    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 12,502 shares
    Change vs previous 13F +7,822 shares

    0.1% of the 13F portfolio, value $844,136.

    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 4,680 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $305,604.

    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).