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Manager record

LVZ, Inc.

Holland, MI · CIK 1574408 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$974.96MReported 13F valueQ3 2026 · as filed
167Holdings listed
-0.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $834.0M$834.0MQ2 2025156 holdingsQ3 2025: $879.7M$879.7MQ3 2025162 holdingsQ4 2025: $894.5M$894.5MQ4 2025169 holdingsQ1 2026: $876.3M$876.3MQ1 2026161 holdingsQ2 2026: $984.3M$984.3MQ2 2026177 holdingsQ3 2026: $975.0M$975.0MQ3 2026167 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$974.96M · 167 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$984.27M · 177 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$876.33M · 161 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR/A · period Q4 2025

$894.50M · 169 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$894.50M · 169 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$879.73M · 162 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$834.01M · 156 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology