Guardian Wealth Management (Illinois)’s Liberty Live Group Series C LLYVK Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-21	Closed	-$1.43K	–	142
2025 Q1	$1.43K	Hold	21	–	–	﹤0.01%	211
2024 Q4	$1.43K	Hold	21	–	–	﹤0.01%	218
2024 Q3	$1.08K	Hold	21	–	–	﹤0.01%	232
2024 Q2	$804	Sell	21 -7,632	-100%	-$296K	﹤0.01%	231
2024 Q1	$335K	Buy	7,653 +91	+1%	+$3.48K	0.26%	53
2023 Q4	$283K	Sell	7,562 -2,978	-28%	-$101K	0.24%	58
2023 Q3	$338K	Buy	+10,540	New	+$349K	0.32%	58

Other funds holding LLYVK

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JNE Partners London, United Kingdom $244M AUM 15.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s LLYVK Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Liberty Live Group Series C (LLYVK) in Q2 2025, closing a stake of 21 shares — an estimated $1.43K sold.

Guardian Wealth Management (Illinois) first reported a position in LLYVK in Q3 2023 and held it in 7 quarters. The position peaked at $338K in Q3 2023. 291 funds tracked by Wall St. Rank hold LLYVK as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Liberty Live Group Series C position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 21 Liberty Live Group Series C shares in Q2 2025, an estimated $1.43K.
Guardian Wealth Management (Illinois) first reported a position in Liberty Live Group Series C in Q3 2023 and held it in 7 quarters.
Guardian Wealth Management (Illinois)'s Liberty Live Group Series C position peaked at $338K in Q3 2023.
291 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.