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Disclosery

LVZ, Inc.: IVW position timeline

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

LVZ, Inc. held 1,036,902 IVW 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 1,036,902 shares
    Change vs previous 13F -10,934 shares

    14.49% of the 13F portfolio, value $142,605,131.

    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 1,047,836 shares
    Change vs previous 13F +28,006 shares

    13.52% of the 13F portfolio, value $118,520,759.

    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 1,019,830 shares
    Change vs previous 13F -7,128 shares

    14.05% of the 13F portfolio, value $125,704,232.

    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 1,026,958 shares
    Change vs previous 13F +167,223 shares

    14.09% of the 13F portfolio, value $123,974,424.

    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 859,735 shares
    Change vs previous 13F +14,105 shares

    11.35% of the 13F portfolio, value $94,656,841.

    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 845,630 shares
    Change vs previous 13F -100,762 shares

    10.3% of the 13F portfolio, value $78,499,811.

    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 946,392 shares
    Change vs previous 13F -6,947 shares

    12.32% of the 13F portfolio, value $96,087,223.

    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 953,339 shares
    Change vs previous 13F not available

    11.68% of the 13F portfolio, value $91,282,215.

    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).