Mason & Associates, LLC / LVHI
Mason & Associates, LLC’s Legg Mason Etf Invt Position
Does Mason & Associates, LLC own Legg Mason Etf Invt (LVHI)? Not currently — the last reported position was 95.6K shares worth $3M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q1 2024
Shares
95.6K
% of Portfolio
+2.17%
Quarters Held
1
position exited
Position History LVHI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 95.6K | $3M | +2.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mason & Associates, LLC’s full portfolio or all institutional holders of LVHI.