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EverSource Wealth Advisors’s LiveOne LVO Stock Holding History

EverSource Wealth Advisors’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
2025
Q4 		– Sell
-191
Closed -$789 – 4363
2025
Q3 		$789 Buy
191
+185
+3,083% +$1.15K ﹤0.01% 3826
2025
Q2 		$48 Buy
6
+1
+20% +$7 ﹤0.01% 4195
2025
Q1 		$37 Buy
+5
New +$49 ﹤0.01% 3925

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's LVO Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of LiveOne (LVO) in Q4 2025, closing a stake of 191 shares — an estimated $789 sold.

EverSource Wealth Advisors first reported a position in LVO in Q1 2025 and held it in 3 quarters. The position peaked at $789 in Q3 2025. 30 funds tracked by Wall St. Rank hold LVO as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining LiveOne position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 191 LiveOne shares in Q4 2025, an estimated $789.
  • EverSource Wealth Advisors first reported a position in LiveOne in Q1 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's LiveOne position peaked at $789 in Q3 2025.
  • 30 funds tracked by Wall St. Rank held LiveOne as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.