Ownership history in LVZ, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in FRANKLIN TEMPLETON ETF TR (INCM). 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 | UNCHANGED | 91,229 | — | 0% | 0.29% | $2.6M | $27.80 |
| 2025 Q3 | ADDED | 91,229 | +8,844 | +10.7% | 0.29% | $2.5M | $27.14 |
| 2025 Q2 | ADDED | 82,385 | +199 | +0.2% | 0.27% | $2.2M | $26.13 |
| 2025 Q1 | UNCHANGED | 82,186 | — | 0% | 0.29% | $2.2M | $25.40 |
| 2024 Q4 | ADDED | 82,186 | +7,324 | +9.8% | 0.28% | $2.1M | $24.59 |
| 2024 Q3 | ADDED | 74,862 | +1,493 | +2.0% | 0.26% | $2.0M | $25.17 |
| 2024 Q2 | ADDED | 73,369 | +1,734 | +2.4% | 0.26% | $1.9M | $23.66 |
| 2024 Q1 | ADDED | 71,635 | +1,320 | +1.9% | 0.25% | $1.9M | $23.48 |
| 2023 Q4 | INITIATED | 70,315 | — | — | 0.26% | $1.8M | — |
As of 2025 Q4 — sorted by position size