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SIERRA OCEAN, LLC: LVHI position timeline

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

SIERRA OCEAN, LLC held 278,606 LVHI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,606 shares
    Change vs previous 13F +6,325 shares

    7.83% of the 13F portfolio, value $11,307,214.

    13F-HR 0002051715-26-000006 filed by SIERRA OCEAN, 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 272,281 shares
    Change vs previous 13F +5,697 shares

    9.06% of the 13F portfolio, value $11,038,285.

    13F-HR 0002051715-26-000002 filed by SIERRA OCEAN, 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 266,584 shares
    Change vs previous 13F +7,841 shares

    8.12% of the 13F portfolio, value $9,815,619.

    13F-HR 0002051715-26-000001 filed by SIERRA OCEAN, 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 258,743 shares
    Change vs previous 13F +99,580 shares

    7.55% of the 13F portfolio, value $8,991,306.

    13F-HR 0002051715-25-000006 filed by SIERRA OCEAN, 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 159,163 shares
    Change vs previous 13F +4,994 shares

    3.74% of the 13F portfolio, value $5,181,076.

    13F-HR 0002051715-25-000003 filed by SIERRA OCEAN, 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 154,169 shares
    Change vs previous 13F +8,802 shares

    3.94% of the 13F portfolio, value $4,991,307.

    13F-HR 0002051715-25-000002 filed by SIERRA OCEAN, 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 145,367 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $4,436,623.

    13F-HR 0002051715-25-000001 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

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