Managers / Q3 2024 · view latest →
LVZ, Inc.
CIK 0001574408 · 240 S. RIVER AVENUE, HOLLAND, MI, 49423 · 616-394-4994
Reported Value
$782M
Q3 2024
Positions
149
Filings on Record
60
2019–present window
Filed
Oct 24, 2024
original filing
Summary
Lvz, Inc. reported $782M in U.S.-listed holdings across 149 positions for Q3 2024.
Its largest position, SDVY, represents 12.6% of the portfolio.
Compared with Q2 2024, the fund opened 15 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $984M | 177 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $876M | 161 | Apr 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $894M | 169 | Feb 10, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $880M | 162 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $834M | 156 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $762M | 148 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $780M | 149 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $782M | 149 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $734M | 143 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $735M | 144 | Apr 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $708M | 142 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $620M | 127 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $718M | 147 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $687M | 150 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $640.7B | 147 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $576M | 119 | Oct 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $596M | 106 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $719M | 110 | Apr 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $748M | 107 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $699M | 102 | Oct 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $680M | 107 | Jul 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $647M | 109 | Apr 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $598M | 100 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $471M | 49 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $437M | 53 | Jul 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $400M | 45 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $499M | 55 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $455M | 53 | Oct 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $435M | 54 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $421M | 51 | Apr 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $343M | 47 | Jan 18, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.