Skip to content
Disclosery

LVZ, Inc.: ITOT position timeline

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

LVZ, Inc. held 52,917 ITOT 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 52,917 shares
    Change vs previous 13F +2,240 shares

    0.88% of the 13F portfolio, value $8,692,652.

    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 50,677 shares
    Change vs previous 13F +3,317 shares

    0.82% of the 13F portfolio, value $7,217,885.

    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 47,360 shares
    Change vs previous 13F -2,555 shares

    0.79% of the 13F portfolio, value $7,041,996.

    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 49,915 shares
    Change vs previous 13F +8,214 shares

    0.83% of the 13F portfolio, value $7,270,134.

    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 41,701 shares
    Change vs previous 13F +5,487 shares

    0.68% of the 13F portfolio, value $5,631,259.

    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 36,214 shares
    Change vs previous 13F -9,185 shares

    0.58% of the 13F portfolio, value $4,418,528.

    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 45,399 shares
    Change vs previous 13F +10,336 shares

    0.75% of the 13F portfolio, value $5,839,240.

    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 35,063 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,404,642.

    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).