True Wealth Design’s Liberty Broadband Class A LBRDA Stock Holding History

True Wealth Design’s Portfolio LBRDA Stock Details LBRDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$151	–	2781
2026 Q1	$151	Sell	3 -1	-25%	-$50	﹤0.01%	2387
2025 Q4	$194	Buy	+4	New	+$207	﹤0.01%	2235
2025 Q3	–	Sell	-1	Closed	-$98	–	2810
2025 Q2	$98	Hold	1	–	–	﹤0.01%	2242
2025 Q1	$85	Buy	+1	New	+$80	﹤0.01%	2251
2024 Q1	–	Sell	-1	Closed	-$81	–	801
2023 Q4	$81	Hold	1	–	–	﹤0.01%	750
2023 Q3	$91	Hold	1	–	–	﹤0.01%	719
2023 Q2	$80	Hold	1	–	–	﹤0.01%	734
2023 Q1	$83	Hold	1	–	–	﹤0.01%	803
2022 Q4	$76	Buy	+1	New	+$81	﹤0.01%	755

Other funds holding LBRDA

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Ares Financial Consulting Calabasas, California $139M AUM