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LVW Advisors, LLC

SEC CIK
0001576053
Latest filing
Jul 15, 2026

BR holding history

Broadridge Financial Solutions, Inc. 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.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of BR by LVW Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,594−100.0%Sold outHolders
Q1 20261,594$259.0K<0.1%−2,465−60.7%ReducedHolders
Q4 20254,059$905.8K0.1%−1,174−22.4%ReducedHolders
Q3 20255,233$1.25M0.1%+7+0.1%AddedHolders
Q2 20255,226$1.27M0.1%+854+19.5%AddedHolders
Q1 20254,372$1.06M0.1%+401+10.1%AddedHolders
Q4 20243,971$897.8K0.1%+252+6.8%AddedHolders
Q3 20243,719$799.7K0.1%+1,147+44.6%AddedHolders
Q2 20242,572$506.7K0.1%+365+16.5%AddedHolders
Q1 20242,207$452.1K0.1%+948+75.3%AddedHolders
Q4 20231,259$259.0K<0.1%+1,259NewHolders