Pinnacle Wealth Planning Services
LIVN icon

Pinnacle Wealth Planning Services’s LivaNova LIVN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$383 Hold
5
– – ﹤0.01% 2723
2026
Q2 		$411 Hold
5
– – ﹤0.01% 2666
2026
Q1 		$318 Hold
5
– – ﹤0.01% 2653
2025
Q4 		$308 Buy
+5
New +$286 ﹤0.01% 2688
2021
Q1 		– Sell
-644
Closed -$43K – 1235
2020
Q4 		$43K Buy
+644
New +$35.8K 0.01% 859

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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's LIVN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its LivaNova (LIVN) position steady in Q3 2026 at 5 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Pinnacle Wealth Planning Services first reported a position in LIVN in Q4 2020 and has held it in 5 quarters since. The position peaked at $43K in Q4 2020. 58 funds tracked by Wall St. Rank hold LIVN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 5 shares of LivaNova worth $383 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its LivaNova share count unchanged in Q3 2026.
  • LivaNova made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2723 holding.
  • Pinnacle Wealth Planning Services first reported a position in LivaNova in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's LivaNova position peaked at $43K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held LivaNova as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.