Center for Financial Planning’s Liberty Live Group Series C LLYVK Stock Holding History

Center for Financial Planning’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 Q2	$1.9K	Hold	18	–	–	﹤0.01%	589
2026 Q1	$1.69K	Hold	18	–	–	﹤0.01%	583
2025 Q4	$1.5K	Hold	18	–	–	﹤0.01%	627
2025 Q3	$1.75K	Hold	18	–	–	﹤0.01%	597
2025 Q2	$1.46K	Hold	18	–	–	﹤0.01%	580
2025 Q1	$1.23K	Hold	18	–	–	﹤0.01%	626
2024 Q4	$1.23K	Hold	18	–	–	﹤0.01%	586
2024 Q3	$924	Hold	18	–	–	﹤0.01%	520
2024 Q2	$689	Hold	18	–	–	﹤0.01%	542
2024 Q1	$789	Hold	18	–	–	﹤0.01%	561
2023 Q4	$674	Hold	18	–	–	﹤0.01%	492
2023 Q3	$578	Buy	+18	New	+$596	﹤0.01%	491

Other funds holding LLYVK

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Center for Financial Planning's LLYVK Position: Q2 2026 in Review

Center for Financial Planning held its Liberty Live Group Series C (LLYVK) position steady in Q2 2026 at 18 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Center for Financial Planning first reported a position in LLYVK in Q3 2023 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold LLYVK as of Q2 2026.

Center for Financial Planning held 18 shares of Liberty Live Group Series C worth $1.9K as of Q2 2026.
Center for Financial Planning left its Liberty Live Group Series C share count unchanged in Q2 2026.
Liberty Live Group Series C made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #589 holding.
Center for Financial Planning first reported a position in Liberty Live Group Series C in Q3 2023 and has held it in 12 quarters since.
60 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.