Ownership history in LVZ, Inc. · 4 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in STRATEGY SHS (ELCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 158,433 | +684 | +0.4% | 0.47% | $4.2M | $26.54 |
| 2025 Q3 | ADDED | 157,749 | +39,867 | +33.8% | 0.48% | $4.2M | $26.56 |
| 2025 Q2 | REDUCED | 117,882 | -3,609 | -3.0% | 0.36% | $3.0M | $25.11 |
| 2025 Q1 | INITIATED | 121,491 | — | — | 0.40% | $3.0M | $24.42 |
As of 2025 Q4 — sorted by position size