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Per Stirling Capital Management, LLC.: LVHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on LVHI, newest first. How the timeline and the estimate are built.

Per Stirling Capital Management, LLC. held 172,540 LVHI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,540 shares
    Change vs previous 13F +34,866 shares

    0.67% of the 13F portfolio, value $7,002,545.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, LLC.
    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 137,674 shares
    Change vs previous 13F +6,194 shares

    0.62% of the 13F portfolio, value $5,581,310.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 131,480 shares
    Change vs previous 13F +14,514 shares

    0.54% of the 13F portfolio, value $4,841,111.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 116,966 shares
    Change vs previous 13F -71,325 shares

    0.49% of the 13F portfolio, value $4,064,578.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 188,291 shares
    Change vs previous 13F +2,249 shares

    0.8% of the 13F portfolio, value $6,128,871.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 186,042 shares
    Change vs previous 13F +27,990 shares

    0.87% of the 13F portfolio, value $6,022,194.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 158,052 shares
    Change vs previous 13F +39,033 shares

    0.68% of the 13F portfolio, value $4,823,740.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 119,019 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,699,106.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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