BFS
LLYVK icon

Burkett Financial Services’s Liberty Live Group Series C LLYVK Stock Holding History

Burkett Financial Services’s Portfolio LLYVK Stock Details LLYVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72K Hold
28
– – ﹤0.01% 343
2026
Q2 		$2.96K Buy
+28
New +$2.73K ﹤0.01% 227

Other funds holding LLYVK

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Burkett Financial Services's LLYVK Position: Q3 2026 in Review

Burkett Financial Services held its Liberty Live Group Series C (LLYVK) position steady in Q3 2026 at 28 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Burkett Financial Services first reported a position in LLYVK in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.96K in Q2 2026. 10 funds tracked by Wall St. Rank hold LLYVK as of Q3 2026.

  • Burkett Financial Services held 28 shares of Liberty Live Group Series C worth $2.72K as of Q3 2026.
  • Burkett Financial Services left its Liberty Live Group Series C share count unchanged in Q3 2026.
  • Liberty Live Group Series C made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #343 holding.
  • Burkett Financial Services first reported a position in Liberty Live Group Series C in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's Liberty Live Group Series C position peaked at $2.96K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.