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Bartlett & Co Wealth Management’s Liberty Live Group Series A LLYVA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Hold
3,222
– – ﹤0.01% 403
2025
Q4 		$263K Hold
3,222
– – ﹤0.01% 420
2025
Q3 		$304K Hold
3,222
– – ﹤0.01% 401
2025
Q2 		$256K Hold
3,222
– – ﹤0.01% 413
2025
Q1 		$217K Hold
3,222
– – ﹤0.01% 436
2024
Q4 		$214K Hold
3,222
– – ﹤0.01% 432
2024
Q3 		$160K Hold
3,222
– – ﹤0.01% 478
2024
Q2 		$121K Hold
3,222
– – ﹤0.01% 515
2024
Q1 		$136K Hold
3,222
– – ﹤0.01% 510
2023
Q4 		$92.5K Hold
3,222
– – ﹤0.01% 588
2023
Q3 		$103K Buy
+3,222
New +$106K ﹤0.01% 534

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM