James T. Borello RIA
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James T. Borello RIA’s Liberty Live Group Series A LLYVA Stock Holding History

James T. Borello RIA’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 		$284 Hold
3
– – ﹤0.01% 1088
2026
Q2 		$304 Buy
+3
New +$284 ﹤0.01% 1093
2025
Q4 		– Sell
-4
Closed -$377 – 1168
2025
Q3 		$377 Buy
+4
New +$352 ﹤0.01% 895

Other funds holding LLYVA

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Cooper Investors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

James T. Borello RIA's LLYVA Position: Q3 2026 in Review

James T. Borello RIA held its Liberty Live Group Series A (LLYVA) position steady in Q3 2026 at 3 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

James T. Borello RIA first reported a position in LLYVA in Q3 2025 and has held it in 3 quarters since. The position peaked at $377 in Q3 2025. 43 funds tracked by Wall St. Rank hold LLYVA as of Q3 2026.

  • James T. Borello RIA held 3 shares of Liberty Live Group Series A worth $284 as of Q3 2026.
  • James T. Borello RIA left its Liberty Live Group Series A share count unchanged in Q3 2026.
  • Liberty Live Group Series A made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1088 holding.
  • James T. Borello RIA first reported a position in Liberty Live Group Series A in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's Liberty Live Group Series A position peaked at $377 in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.