LWM Advisory Services, LLC: GOOGL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on GOOGL, newest first. How the timeline and the estimate are built.
LWM Advisory Services, LLC held 1,732 GOOGL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,732 sharesChange vs previous 13F -1,484 shares
1.1% of the 13F portfolio, value $618,959.
13F-HR 0001420506-26-001367 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,216 sharesChange vs previous 13F -1,248 shares
1.02% of the 13F portfolio, value $956,029.
13F-HR 0001420506-26-000765 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,464 sharesChange vs previous 13F +38 shares
0.82% of the 13F portfolio, value $1,397,316.
13F-HR 0001420506-26-000307 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,426 sharesChange vs previous 13F +141 shares
0.63% of the 13F portfolio, value $1,088,423.
13F-HR 0001420506-25-003490 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,285 sharesChange vs previous 13F -302 shares
0.52% of the 13F portfolio, value $755,271.
13F-HR 0001420506-25-002140 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,587 sharesChange vs previous 13F +71 shares
0.5% of the 13F portfolio, value $713,923.
13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,516 sharesChange vs previous 13F -266 shares
0.59% of the 13F portfolio, value $855,187.
13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,782 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $793,140.
13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).