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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

LLYVA holding history

Liberty Live Holdings, Inc. in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLYVA overviewAll 13F holders of LLYVAFull Q2 2026 holdings

Shares (Q2 2026)
299
Value
$30.3K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of LLYVA by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026299$30.3K<0.1%00.0%UnchangedHolders
Q1 2026299$27.4K<0.1%00.0%UnchangedHolders
Q4 2025299$24.4K<0.1%00.0%UnchangedHolders
Q3 2025299$28.2K<0.1%00.0%UnchangedHolders
Q2 2025299$23.8K<0.1%00.0%UnchangedHolders
Q1 2025299$20.1K<0.1%−83−21.7%ReducedHolders
Q4 2024382$25.4K<0.1%00.0%UnchangedHolders
Q3 2024382$18.9K<0.1%00.0%UnchangedHolders
Q2 2024382$14.3K<0.1%00.0%UnchangedHolders
Q1 2024382$16.2K<0.1%00.0%UnchangedHolders
Q4 2023382$14.0K<0.1%00.0%UnchangedHolders
Q3 2023382$12.2K<0.1%+382NewHolders