Current Market Value 834,009,897
Current Holdings 156
Most Recent File Date 2025-07-15
Total Filings on Record 75
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by LVZ Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-15 2025-06-30 13F-HR 156 834,010
2025-04-22 2025-03-31 13F-HR 148 761,968
2025-02-06 2024-12-31 13F-HR 149 779,774
2024-10-24 2024-09-30 13F-HR 149 781,610
2024-07-24 2024-06-30 13F-HR 143 733,501
2024-04-17 2024-03-31 13F-HR 144 735,351
2024-01-23 2023-12-31 13F-HR 142 707,941
2023-11-08 2023-09-30 13F-HR 127 620,044
2023-07-18 2023-06-30 13F-HR 147 717,566
2023-04-20 2023-03-31 13F-HR 150 686,630
2023-01-17 2022-12-31 13F-HR 147 640,657
2022-10-11 2022-09-30 13F-HR 119 575,782
2022-07-27 2022-06-30 13F-HR 106 596,431
2022-04-19 2022-03-31 13F-HR 110 718,817
2022-01-28 2021-12-31 13F-HR 107 748,113
2021-10-27 2021-09-30 13F-HR 102 698,802
2021-07-16 2021-06-30 13F-HR 107 679,554
2021-04-08 2021-03-31 13F-HR 109 646,557
2021-02-10 2020-12-31 13F-HR 100 597,979
2020-12-23 2020-09-30 13F-HR/A 1 N 36 14,522
2020-10-28 2020-09-30 13F-HR 49 471,007
2020-12-23 2020-06-30 13F-HR/A 1 N 24 9,813
2020-07-13 2020-06-30 13F-HR 53 436,694
2020-12-23 2020-03-31 13F-HR/A 1 N 22 9,143
2020-04-20 2020-03-31 13F-HR 45 400,232
2020-12-23 2019-12-31 13F-HR/A 1 N 33 11,297
2020-02-05 2019-12-31 13F-HR 55 498,745
2020-12-23 2019-09-30 13F-HR/A 1 N 24 7,302
2019-10-22 2019-09-30 13F-HR 53 454,921
2020-12-23 2019-06-30 13F-HR/A 1 N 20 6,050
2019-07-19 2019-06-30 13F-HR 54 435,036
2020-12-23 2019-03-31 13F-HR/A 1 N 23 6,719
2019-04-25 2019-03-31 13F-HR 51 421,027
2020-12-23 2018-12-31 13F-HR/A 1 N 27 8,302
2019-01-18 2018-12-31 13F-HR 47 343,458
2020-12-23 2018-09-30 13F-HR/A 1 N 27 9,033
2018-10-19 2018-09-30 13F-HR 48 390,487
2020-12-23 2018-06-30 13F-HR/A 1 N 24 9,100
2018-08-02 2018-06-30 13F-HR 45 384,716
2020-12-23 2018-03-31 13F-HR/A 1 N 22 6,836
2018-04-25 2018-03-31 13F-HR 41 361,520
2020-12-23 2017-12-31 13F-HR/A 1 N 31 11,351
2018-01-31 2017-12-31 13F-HR 39 326,467
2020-12-23 2017-09-30 13F-HR/A 1 N 32 10,359
2017-11-02 2017-09-30 13F-HR 35 300,586
2020-12-23 2017-06-30 13F-HR/A 1 N 34 11,136
2017-08-08 2017-06-30 13F-HR 34 277,613
2020-12-23 2017-03-31 13F-HR/A 1 N 32 10,602
2017-05-03 2017-03-31 13F-HR 31 261,509
2020-12-23 2016-12-31 13F-HR/A 1 N 31 10,432
2017-01-27 2016-12-31 13F-HR 29 241,330
2020-12-22 2016-09-30 13F-HR/A 1 N 33 10,265
2016-11-01 2016-09-30 13F-HR 29 233,274
2020-12-22 2016-06-30 13F-HR/A 1 N 30 9,175
2016-08-03 2016-06-30 13F-HR 29 215,785
2020-12-22 2016-03-31 13F-HR/A 1 N 27 8,240
2016-05-13 2016-03-31 13F-HR 29 204,441
2020-12-22 2015-12-31 13F-HR/A 1 N 25 7,314
2016-02-12 2015-12-31 13F-HR 24 169,427
2020-12-22 2015-09-30 13F-HR/A 1 N 18 4,654
2015-10-20 2015-09-30 13F-HR 25 150,332
2020-12-22 2015-06-30 13F-HR/A 1 N 16 4,249
2015-07-29 2015-06-30 13F-HR 25 175,669
2020-12-18 2015-03-31 13F-HR/A 1 N 17 4,323
2015-04-23 2015-03-31 13F-HR 23 167,658
2020-12-18 2014-12-31 13F-HR/A 1 N 8 1,941
2015-01-30 2014-12-31 13F-HR 0 0
2020-12-22 2014-09-30 13F-HR/A 1 N 5 1,977
2014-10-24 2014-09-30 13F-HR 19 132,409
2020-12-18 2014-06-30 13F-HR/A 1 N 6 1,453
2014-07-24 2014-06-30 13F-HR 20 133,390
2020-12-18 2014-03-31 13F-HR/A 1 N 5 1,191
2014-04-22 2014-03-31 13F-HR 19 123,701
2020-12-17 2013-12-31 13F-HR/A 1 N 4 1,714
2014-01-17 2013-12-31 13F-HR 18 120,249