PWPS
LLYVK icon

Pinnacle Wealth Planning Services’s Liberty Live Group Series C LLYVK Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$4.14K Buy
44
+3
+7% +$270 ﹤0.01% 2301
2025
Q4 		$3.41K Buy
+41
New +$3.52K ﹤0.01% 2365

Other funds holding LLYVK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's LLYVK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Liberty Live Group Series C (LLYVK) stake by 7.3% in Q1 2026, buying an estimated $270 and bringing the position to 44 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Pinnacle Wealth Planning Services first reported a position in LLYVK in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold LLYVK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 44 shares of Liberty Live Group Series C worth $4.14K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 Liberty Live Group Series C shares in Q1 2026, an estimated $270.
  • Liberty Live Group Series C made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2301 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Live Group Series C in Q4 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.