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Disclosery

LVW Advisors, LLC: ZWS position timeline

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

LVW Advisors, LLC held 13,118 ZWS 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 13,118 shares
    Change vs previous 13F -1,669 shares

    0.06% of the 13F portfolio, value $662,853.

    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 14,787 shares
    Change vs previous 13F -1,576 shares

    0.06% of the 13F portfolio, value $663,050.

    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 16,363 shares
    Change vs previous 13F -917 shares

    0.08% of the 13F portfolio, value $760,716.

    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 17,280 shares
    Change vs previous 13F -2,561 shares

    0.08% of the 13F portfolio, value $812,679.

    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 19,841 shares
    Change vs previous 13F -1,776 shares

    0.08% of the 13F portfolio, value $725,586.

    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 21,617 shares
    Change vs previous 13F -1,325 shares

    0.09% of the 13F portfolio, value $712,929.

    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 22,942 shares
    Change vs previous 13F -81 shares

    0.1% of the 13F portfolio, value $855,737.

    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 23,023 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $827,447.

    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).