Forum Financial Management’s Liberty Broadband Class C LBRDK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,263
Closed -$256K 690
2025
Q4
$256K Sell
5,263
-25
-0.5% -$1.3K ﹤0.01% 834
2025
Q3
$336K Buy
5,288
+449
+9% +$31.4K ﹤0.01% 672
2025
Q2
$476K Buy
4,839
+1,159
+31% +$104K 0.01% 435
2025
Q1
$313K Buy
3,680
+2
+0.1% +$161 0.01% 574
2024
Q4
$275K Buy
3,678
+901
+32% +$75.1K ﹤0.01% 665
2024
Q3
$215K Buy
+2,777
New +$171K ﹤0.01% 690
2024
Q1
Sell
-3,421
Closed -$276K 751
2023
Q4
$276K Buy
3,421
+931
+37% +$78.2K 0.01% 492
2023
Q3
$227K Buy
+2,490
New +$222K 0.01% 537
2022
Q3
Sell
-1,779
Closed -$206K 579
2022
Q2
$206K Sell
1,779
-428
-19% -$52.2K 0.01% 517
2022
Q1
$298K Buy
2,207
+56
+3% +$8.15K 0.01% 395
2021
Q4
$346K Buy
+2,151
New +$354K 0.02% 350

Other funds holding LBRDK

Forum Financial Management's LBRDK Position: Q1 2026 in Review

Forum Financial Management sold out of Liberty Broadband Class C (LBRDK) in Q1 2026, closing a stake of 5,263 shares — an estimated $256K sold.

Forum Financial Management first reported a position in LBRDK in Q4 2021 and held it in 11 quarters. The position peaked at $476K in Q2 2025. 384 funds tracked by Wall St. Rank hold LBRDK as of Q1 2026.

  • Forum Financial Management reported no remaining Liberty Broadband Class C position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,263 Liberty Broadband Class C shares in Q1 2026, an estimated $256K.
  • Forum Financial Management first reported a position in Liberty Broadband Class C in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Liberty Broadband Class C position peaked at $476K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.