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Disclosery

LVZ, Inc.: JPM position timeline

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

LVZ, Inc. held 6,727 JPM 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 6,727 shares
    Change vs previous 13F +227 shares

    0.22% of the 13F portfolio, value $2,202,023.

    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 6,500 shares
    Change vs previous 13F +73 shares

    0.22% of the 13F portfolio, value $1,911,910.

    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 6,427 shares
    Change vs previous 13F -1,594 shares

    0.23% of the 13F portfolio, value $2,071,056.

    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 8,021 shares
    Change vs previous 13F +94 shares

    0.29% of the 13F portfolio, value $2,530,209.

    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 7,927 shares
    Change vs previous 13F -1 shares

    0.28% of the 13F portfolio, value $2,297,983.

    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 7,928 shares
    Change vs previous 13F +121 shares

    0.26% of the 13F portfolio, value $1,944,625.

    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 7,807 shares
    Change vs previous 13F +268 shares

    0.24% of the 13F portfolio, value $1,871,305.

    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 7,539 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,589,576.

    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).