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LVW Advisors, LLC PFIS Position History
Peoples Financial Services Corp. • Banking
Quarters held
5
Latest value
$296K
Q3 2026
Peak value
$351K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $262K |
| Q4 2025 | $263K |
| Q1 2026 | $288K |
| Q2 2026 | $351K |
| Q3 2026 | $296K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $296K | 4.4K | — | — |
| Q2 2026 | $351K | 5.3K | — | — |
| Q1 2026 | $288K | 5.4K | — | — |
| Q4 2025 | $263K | 5.4K | — | — |
| Q3 2025 | $262K | 5.4K | — | — |