Pinnacle Wealth Planning Services
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
Q3 		$4.28K Hold
44
– – ﹤0.01% 2330
2026
Q2 		$4.65K Hold
44
– – ﹤0.01% 2315
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

Principal Financial Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Makena Capital Management
Makena Capital Management Menlo Park, California $961M AUM 7.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Liberty Live Group Series C (LLYVK) position steady in Q3 2026 at 44 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Pinnacle Wealth Planning Services first reported a position in LLYVK in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.65K in Q2 2026. 135 funds tracked by Wall St. Rank hold LLYVK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 44 shares of Liberty Live Group Series C worth $4.28K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Liberty Live Group Series C share count unchanged in Q3 2026.
  • Liberty Live Group Series C made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2330 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Live Group Series C in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Liberty Live Group Series C position peaked at $4.65K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q3 2026.

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