True Wealth Design’s LiveWire LVWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-49	Closed	-$55	–	2703
2026 Q2	$55	Buy	49 +19	+63%	+$29	﹤0.01%	2593
2026 Q1	$50	Buy	+30	New	+$67	﹤0.01%	2564
2025 Q2	–	Sell	-3	Closed	-$6	–	2721
2025 Q1	$6	Buy	+3	New	+$9	﹤0.01%	2643

Other funds holding LVWR

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of LiveWire (LVWR) in Q3 2026, closing a stake of 49 shares — an estimated $55 sold.

True Wealth Design first reported a position in LVWR in Q1 2025 and held it in 3 quarters. The position peaked at $55 in Q2 2026. 9 funds tracked by Wall St. Rank hold LVWR as of Q3 2026.

True Wealth Design reported no remaining LiveWire position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 49 LiveWire shares in Q3 2026, an estimated $55.
True Wealth Design first reported a position in LiveWire in Q1 2025 and held it in 3 quarters.
True Wealth Design's LiveWire position peaked at $55 in Q2 2026.
9 funds tracked by Wall St. Rank held LiveWire as of Q3 2026.

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