LVM CAPITAL MANAGEMENT LTD/MI
All 13F Filings
- Location
- Portage, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,060,355
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/2/2026 | 160 | 1,060,355 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
| Q4 2025 | 1/12/2026 | 161 | 1,076,495 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
| Q3 2025 | 10/9/2025 | 165 | 1,040,508 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
| Q2 2025 | 7/2/2025 | 154 | 964,241 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
| Q2 2014 | 7/14/2014 | 113 | 310,339 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
| Q1 2014 | 4/14/2014 | 116 | 286,553 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
| Q4 2013 | 1/21/2014 | 116 | 281,722 | 13F-HR | LVM CAPITAL MANAGEMENT LTD/MI |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 926.8 K | 87.4% | 0 | 149.7 K | -149.7 K |
| ETFs | 133.6 K | 12.6% | 133.6 K | 0 | 133.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/2/2026
Total value ($000)
1,060,355
Holdings
160
QoQ value change ($000)
-16,140
(-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.