IWC
LLYVA icon

Integrated Wealth Concepts’s Liberty Live Group Series A LLYVA Stock Holding History

Integrated Wealth Concepts’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$466K Buy
+5,085
New +$447K ﹤0.01% 1579
2025
Q4 		– Sell
-9,590
Closed -$904K – 1877
2025
Q3 		$904K Buy
9,590
+1,190
+14% +$105K 0.01% 1032
2025
Q2 		$668K Buy
8,400
+4,202
+100% +$305K 0.01% 1123
2025
Q1 		$282K Buy
+4,198
New +$293K ﹤0.01% 1441

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Integrated Wealth Concepts's LLYVA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Liberty Live Group Series A (LLYVA) in Q1 2026: 5,085 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LLYVA as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in LLYVA in Q1 2025 and has held it in 4 quarters since. The position peaked at $904K in Q3 2025. 235 funds tracked by Wall St. Rank hold LLYVA as of Q1 2026.

  • Integrated Wealth Concepts held 5,085 shares of Liberty Live Group Series A worth $466K as of Q1 2026.
  • Liberty Live Group Series A was a new Integrated Wealth Concepts position in Q1 2026.
  • Liberty Live Group Series A made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1579 holding.
  • Integrated Wealth Concepts first reported a position in Liberty Live Group Series A in Q1 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Liberty Live Group Series A position peaked at $904K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.