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Disclosery

LVZ, Inc.: IWC position timeline

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

LVZ, Inc. held 7,694 IWC 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 7,694 shares
    Change vs previous 13F +7,694 shares

    0.16% of the 13F portfolio, value $1,539,008.

    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 0 shares
    Change vs previous 13F -10,687 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F/A 10,687 shares
    Change vs previous 13F -3,400 shares

    0.19% of the 13F portfolio, value $1,685,340.

    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 14,087 shares
    Change vs previous 13F -550 shares

    0.24% of the 13F portfolio, value $2,100,231.

    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 14,637 shares
    Change vs previous 13F +14,637 shares

    0.22% of the 13F portfolio, value $1,868,559.

    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 0 shares
    Change vs previous 13F -14,840 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 14,840 shares
    Change vs previous 13F -2,018 shares

    0.25% of the 13F portfolio, value $1,934,839.

    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 16,858 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,078,929.

    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).