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LVW Advisors, LLC

SEC CIK
0001576053
Latest filing
Jul 15, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by LVW Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
9,054
Value
$1.31M
% of portfolio
0.1%
Quarters held
19
Since Q3 2021
Holdings of BNY by LVW Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,054$1.31M0.1%+167+1.9%AddedHolders
Q1 20268,887$1.05M0.1%+1,013+12.9%AddedHolders
Q4 20257,874$914.1K0.1%−2,355−23.0%ReducedHolders
Q3 202510,229$1.11M0.1%−3,137−23.5%ReducedHolders
Q2 202513,366$1.22M0.1%−288−2.1%ReducedHolders
Q1 202513,654$1.15M0.1%−237−1.7%ReducedHolders
Q4 202413,891$1.07M0.1%−927−6.3%ReducedHolders
Q3 202414,818$1.06M0.1%+760+5.4%AddedHolders
Q2 202414,058$841.9K0.1%+196+1.4%AddedHolders
Q1 202413,862$798.7K0.1%+2,851+25.9%AddedHolders
Q4 202311,011$573.1K0.1%+5,851+113.4%AddedHolders
Q3 20235,160$220.1K<0.1%+5,160NewHolders
Q2 20230$00.0%−5,977−100.0%Sold outHolders
Q1 20235,977$271.6K0.1%−4−0.1%ReducedHolders
Q4 20225,981$272.3K0.1%+97+1.6%AddedHolders
Q3 20225,884$227.0K0.1%−37−0.6%ReducedHolders
Q2 20225,921$247.0K0.1%−24−0.4%ReducedHolders
Q1 20225,945$295.0K0.1%−291−4.7%ReducedHolders
Q4 20216,236$362.0K0.1%+771+14.1%AddedHolders
Q3 20215,465$283.0K<0.1%+5,465NewHolders