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HB Wealth Management’s Liberty Live Group Series C LLYVK Stock Holding History

HB Wealth Management’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 		$1.41M Sell
13,390
-7,558
-36% -$737K 0.01% 595
2026
Q1 		$1.97M Buy
20,948
+68
+0.3% +$6.11K 0.01% 435
2025
Q4 		$1.74M Sell
20,880
-73
-0.3% -$6.27K 0.01% 438
2025
Q3 		$2.03M Buy
+20,953
New +$1.89M 0.01% 408
2025
Q2 		– Sell
-30,149
Closed -$2.05M – 1242
2025
Q1 		$2.05M Buy
30,149
+7,716
+34% +$550K 0.02% 378
2024
Q4 		$1.53M Buy
22,433
+13
+0.1% +$826 0.02% 331
2024
Q3 		$1.15M Buy
+22,420
New +$896K 0.01% 363

Other funds holding LLYVK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HB Wealth Management's LLYVK Position: Q2 2026 in Review

HB Wealth Management reduced its Liberty Live Group Series C (LLYVK) stake by 36% in Q2 2026, selling an estimated $737K and leaving 13,390 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #595.

HB Wealth Management first reported a position in LLYVK in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q1 2025. 323 funds tracked by Wall St. Rank hold LLYVK as of Q2 2026.

  • HB Wealth Management held 13,390 shares of Liberty Live Group Series C worth $1.41M as of Q2 2026.
  • HB Wealth Management sold 7,558 Liberty Live Group Series C shares in Q2 2026, an estimated $737K.
  • Liberty Live Group Series C made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #595 holding.
  • HB Wealth Management first reported a position in Liberty Live Group Series C in Q3 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Liberty Live Group Series C position peaked at $2.05M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.