Shore Point Advisors, LLC LVHI — LEGG MASON ETF INVT

Ownership history in Shore Point Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Shore Point Advisors, LLC reported LEGG MASON ETF INVT (LVHI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2023 Q4. The latest visible filing shows LVHI at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LVHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shore Point Advisors, LLC's position in LEGG MASON ETF INVT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LVHI was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LVHI stock page Shore Point Advisors, LLC fund profile Shore Point Advisors, LLC full holdings
How Shore Point Advisors, LLC held LVHI — position size vs. price
% of Fund (quarterly)    LVHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,231 -499 -2.0% 0.39% $982K 2026-04-08 $40.66
2025 Q4 ADDED — — — 24,730 +261 +1.1% 0.39% $911K 2026-01-23 $37.07
2025 Q3 REDUCED — — — 24,469 -392 -1.6% 0.38% $850K 2025-10-24 $34.03
2025 Q2 ADDED — — — 24,861 +310 +1.3% 0.39% $809K 2025-07-09 $31.59
2025 Q1 REDUCED — — — 24,551 -24 -0.1% 0.42% $795K 2025-04-24 $29.52
2024 Q4 ADDED — — — 24,575 +506 +2.1% 0.40% $750K 2025-01-16 $28.64
2024 Q3 ADDED — — — 24,069 +95 +0.4% 0.40% $748K 2024-10-10 $28.36
2024 Q2 ADDED — — — 23,974 +262 +1.1% 0.40% $711K 2024-07-16 $27.43
2024 Q1 REDUCED 10.6% +2.0% ❌ 23,712 -2,804 -10.6% 0.40% $706K 2024-04-30 $26.15
2023 Q4 INITIATED — — — 26,516 — — 0.45% $733K 2024-02-07 $24.67

🏢 Other funds also holding LVHI

As of 2026 Q1 — sorted by position size

SIERRA OCEAN, LLC 9.06% MOR Wealth Management, LLC 8.53% Seros Financial, LLC 6.96% Compass Wealth Management, LLC/GA 6.29% Boyce & Associates Wealth Consulting, Inc. 3Y 5.07% SK Wealth Management, LLC 4.64% Piedmont Capital Management, LLC/NC 4.62% Frontier Asset Management, LLC 3Y 4.25% Envision Financial Transparency, LLC 3.93% Park Square Financial Group, LLC 3.91%

FAQ About Shore Point Advisors, LLC and LVHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shore Point Advisors, LLC reported owning LVHI?

Shore Point Advisors, LLC reported LVHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LVHI position in Shore Point Advisors, LLC's portfolio?

The largest reported portfolio weight for LVHI was 0.45% in 2023 Q4.

What is the latest reported LVHI position on this page?

The most recent filing on this page is 2026 Q1, when Shore Point Advisors, LLC reported 24,231 shares, equal to 0.39% of portfolio, with an estimated market value of $982K.

What does the chart on this LVHI ownership page compare?

The chart compares Shore Point Advisors, LLC's quarterly LVHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Shore Point Advisors, LLC time their LVHI position?

Based on 13F filing dates vs. subsequent LVHI price moves, Shore Point Advisors, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on LVHI relative to SPY over the holding period was +8.0%.

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