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Disclosery

LVZ, Inc.: ISMD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVZ, Inc. on ISMD, newest first. How the timeline and the estimate are built.

LVZ, Inc. held 28,646 ISMD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,646 shares
    Change vs previous 13F -165 shares

    0.15% of the 13F portfolio, value $1,432,238.

    13F-HR 0000905729-26-000131 filed by LVZ, Inc.
    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 28,811 shares
    Change vs previous 13F -1,255 shares

    0.13% of the 13F portfolio, value $1,151,591.

    13F-HR 0000905729-26-000087 filed by LVZ, Inc.
    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/A 30,066 shares
    Change vs previous 13F +43 shares

    0.13% of the 13F portfolio, value $1,159,961.

    13F-HR/A 0000905729-26-000036 filed by LVZ, Inc.
    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 30,023 shares
    Change vs previous 13F -32,795 shares

    0.13% of the 13F portfolio, value $1,166,695.

    13F-HR 0000905729-25-000173 filed by LVZ, Inc.
    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 62,818 shares
    Change vs previous 13F -1,546 shares

    0.27% of the 13F portfolio, value $2,231,916.

    13F-HR 0000905729-25-000121 filed by LVZ, Inc.
    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 64,364 shares
    Change vs previous 13F -14,576 shares

    0.29% of the 13F portfolio, value $2,196,102.

    13F-HR 0000905729-25-000078 filed by LVZ, Inc.
    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 78,940 shares
    Change vs previous 13F +366 shares

    0.38% of the 13F portfolio, value $2,961,832.

    13F-HR 0000905729-25-000026 filed by LVZ, Inc.
    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 78,574 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,977,948.

    13F-HR 0000905729-24-000161 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).