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Beacon Financial Advisory’s LiveOne LVO Stock Holding History

Beacon Financial Advisory’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,563
Closed -$59.3K – 413
2025
Q4 		$59.3K Sell
12,563
-10,884
-46% -$51.5K 0.01% 369
2025
Q3 		$96.8K Buy
+23,447
New +$145K 0.02% 380

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Beacon Financial Advisory's LVO Position: Q1 2026 in Review

Beacon Financial Advisory sold out of LiveOne (LVO) in Q1 2026, closing a stake of 12,563 shares — an estimated $59.3K sold.

Beacon Financial Advisory first reported a position in LVO in Q3 2025 and held it in 2 quarters. The position peaked at $96.8K in Q3 2025. 32 funds tracked by Wall St. Rank hold LVO as of Q1 2026.

  • Beacon Financial Advisory reported no remaining LiveOne position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 12,563 LiveOne shares in Q1 2026, an estimated $59.3K.
  • Beacon Financial Advisory first reported a position in LiveOne in Q3 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's LiveOne position peaked at $96.8K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held LiveOne as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.