Dougherty Wealth Advisers LLC
Position in LLYVA — Liberty Live Holdings, Inc.
CIK 1755933
WAYZATA, MN
Position in LLYVA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$30,276
-$69,212 QoQ
Shares Held
299
-71.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#253
of 335 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLYVA Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Dougherty Wealth Advisers LLC holds $171,523 across 3 Entertainment names. LLYVA ranks #3 (17.7% of the industry book) .
All Filings in LLYVA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,276 | 299 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 LLYVK | $72,088 | 766 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $27,400 | 299 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 LLYVK | $63,700 | 766 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $24,368 | 299 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||