True Wealth Design’s Liberty Live Group Series A LLYVA Stock Holding History

True Wealth Design’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 Q3	$1.23K	Sell	13 -2	-13%	-$197	﹤0.01%	1865
2026 Q2	$1.52K	Buy	15 +9	+150%	+$852	﹤0.01%	1816
2026 Q1	$550	Hold	6	–	–	﹤0.01%	2018
2025 Q4	$489	Hold	6	–	–	﹤0.01%	1952
2025 Q3	$566	Hold	6	–	–	﹤0.01%	1969
2025 Q2	$477	Hold	6	–	–	﹤0.01%	1767
2025 Q1	$404	Buy	+6	New	+$418	﹤0.01%	1638

Other funds holding LLYVA

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

RHDIC

R.H. Dinel Investment Counsel Los Angeles, California $142M AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

True Wealth Design's LLYVA Position: Q3 2026 in Review

True Wealth Design reduced its Liberty Live Group Series A (LLYVA) stake by 13% in Q3 2026, selling an estimated $197 and leaving 13 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

True Wealth Design first reported a position in LLYVA in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.52K in Q2 2026. 17 funds tracked by Wall St. Rank hold LLYVA as of Q3 2026.

True Wealth Design held 13 shares of Liberty Live Group Series A worth $1.23K as of Q3 2026.
True Wealth Design sold 2 Liberty Live Group Series A shares in Q3 2026, an estimated $197.
Liberty Live Group Series A made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1865 holding.
True Wealth Design first reported a position in Liberty Live Group Series A in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Liberty Live Group Series A position peaked at $1.52K in Q2 2026.
17 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.