SEC 13F Intelligence

Blueline Advisors LLC / LVHI

Blueline Advisors LLC’s Legg Mason Etf Invt Position

Does Blueline Advisors LLC own Legg Mason Etf Invt (LVHI)? Yes100.1K shares worth $4M (+3.15% of its 13F portfolio) as of Q1 2026, up from 90.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
100.1K
% of Portfolio
+3.15%
Quarters Held
2
currently held

Position History LVHI

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.1K$4M+3.15%
Q4 202590.6K$3M+2.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blueline Advisors LLC’s full portfolio or all institutional holders of LVHI.