Beacon Financial Advisory »

Liveone shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Liveone shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Liveone

Tip: Access up to 7 years of quarterly data

All positions including Liveone held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Liveone by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 23k 4.13

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Liveone

FMR
Vanguard Group
No Street GP
Geode Capital Management
Millennium Management
BlackRock
Permanens Capital
Renaissance Technologies
UBS Group
Susquehanna International
Alpine Partners VI
State Street Corporation
Marshall Wace
Beacon Financial Advisory
Northern Trust

View all funds holding Liveone