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True Wealth Design’s Liberty Live Group Series C LLYVK Stock Holding History

True Wealth Design’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
Q2 		$1.9K Buy
18
+3
+20% +$293 ﹤0.01% 1710
2026
Q1 		$1.41K Buy
15
+9
+150% +$809 ﹤0.01% 1678
2025
Q4 		$499 Hold
6
– – ﹤0.01% 1947
2025
Q3 		$582 Hold
6
– – ﹤0.01% 1956
2025
Q2 		$487 Hold
6
– – ﹤0.01% 1755
2025
Q1 		$409 Buy
+6
New +$428 ﹤0.01% 1629

Other funds holding LLYVK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

True Wealth Design's LLYVK Position: Q2 2026 in Review

True Wealth Design increased its Liberty Live Group Series C (LLYVK) stake by 20% in Q2 2026, buying an estimated $293 and bringing the position to 18 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

True Wealth Design first reported a position in LLYVK in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold LLYVK as of Q2 2026.

  • True Wealth Design held 18 shares of Liberty Live Group Series C worth $1.9K as of Q2 2026.
  • True Wealth Design bought 3 Liberty Live Group Series C shares in Q2 2026, an estimated $293.
  • Liberty Live Group Series C made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1710 holding.
  • True Wealth Design first reported a position in Liberty Live Group Series C in Q1 2025 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held Liberty Live Group Series C as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.