Position in VMRK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$355,953
-$33,135 QoQ
Shares Held
5,240
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#428
of 698 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LVW Advisors, LLC holds $355,953 across 1 REIT - Residential name. VMRK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
This page
|
5,240 | $355,953 |
All Filings in VMRK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,953 | 5,240 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $389,088 | 6,578 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $755,156 | 11,979 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $811,778 | 12,541 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,228,250 | 18,199 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $929,036 | 12,979 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $724,130 | 10,091 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $700,966 | 9,414 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $518,385 | 7,476 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $388,505 | 6,156 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $224,457 | 3,670 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||