LVW Advisors, LLC

SEC CIK: 0001576053
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

C holding history

Citigroup 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.

C overview All 13F holders of C Full Q2 2026 holdings

Shares (Q2 2026): 18,929
Value: $2.65M
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of C by LVW Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,929	$2.65M	0.2%	+4,887+34.8%	Added	Holders
Q1 2026	14,042	$1.59M	0.2%	+5,502+64.4%	Added	Holders
Q4 2025	8,540	$996.5K	0.1%	+6,222+268.4%	Added	Holders
Q3 2025	2,318	$235.3K	<0.1%	+2,318	New	Holders