REGATTA CAPITAL GROUP, LLC: LVHI position timeline

REGATTA CAPITAL GROUP, LLC held 147,442 LVHI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 147,442 shares

   Change vs previous 13F +26,186 shares

   0.8% of the 13F portfolio, value $5,983,932.

   13F-HR 0001951757-26-001244 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 121,256 shares

   Change vs previous 13F +29,497 shares

   0.74% of the 13F portfolio, value $4,915,711.

   13F-HR 0001951757-26-000616 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 91,759 shares

   Change vs previous 13F +23,578 shares

   0.51% of the 13F portfolio, value $3,378,577.

   13F-HR 0001951757-26-000051 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 68,181 shares

   Change vs previous 13F +30,272 shares

   0.37% of the 13F portfolio, value $2,369,305.

   13F-HR 0001951757-25-001169 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 37,909 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $1,233,944.

   13F-HR 0001951757-25-000855 filed by REGATTA CAPITAL GROUP, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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