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Disclosery

LWM Advisory Services, LLC: PAVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on PAVE, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 0 PAVE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,249 shares

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, LLC
    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.

  2. period ended2026-03-31
    13F 7,249 shares
    Change vs previous 13F -6,475 shares

    0.39% of the 13F portfolio, value $368,300.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, LLC
    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 13,724 shares
    Change vs previous 13F +846 shares

    0.38% of the 13F portfolio, value $655,885.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, LLC
    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 12,878 shares
    Change vs previous 13F -35 shares

    0.36% of the 13F portfolio, value $613,360.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, LLC
    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 12,913 shares
    Change vs previous 13F -168,736 shares

    0.39% of the 13F portfolio, value $562,747.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, LLC
    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 181,649 shares
    Change vs previous 13F +4,219 shares

    4.76% of the 13F portfolio, value $6,853,609.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
    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 177,430 shares
    Change vs previous 13F -993 shares

    4.99% of the 13F portfolio, value $7,169,956.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    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 178,423 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $7,343,861.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).