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LVW Advisors, LLC → BNL

LVW Advisors, LLC BNL Position History

Broadstone Net Lease, Inc.

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.2M
Q4 2025$2M
Q1 2026$2.2M
Q2 2026$2.4M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M117.9K——
Q2 2026$2.4M117.9K——
Q1 2026$2.2M117.9K——
Q4 2025$2M117.9K——
Q3 2025$2.2M121.9K——

Other funds holding BNL

Other LVW Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$109.6M
STT-PG

SPDR SERIES TRUST

$109.1M
STT-PG

SPDR SERIES TRUST

$88.7M
VGES

VANGUARD TAX-MANAGED FDS

$81.2M
VGES

VANGUARD TAX-MANAGED FDS

$78M
VGES

VANGUARD TAX-MANAGED FDS

$75.4M
VGES

VANGUARD TAX-MANAGED FDS

$75M
VGES

VANGUARD TAX-MANAGED FDS

$73M