Livelsberger Financial Advisory
Latest statistics and disclosures from Livelsberger Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Livelsberger Financial Advisory's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 6 stocks: , AAPL, ABT, PH, MSFT, .
- Sold out of its positions in ABT, ABBV, AAPL, XOM, MSFT, PH.
- Livelsberger Financial Advisory was a net seller of stock by $-2.7M.
- Central Index Key (CIK): 0002015721
Tip: Access up to 7 years of quarterly data
Positions held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Livelsberger Financial Advisory
Livelsberger Financial Advisory holds 1 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| None None | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Livelsberger Financial Advisory
SEC 13F filings are viewable for Livelsberger Financial Advisory going back to 2023
- Livelsberger Financial Advisory 2025 Q4 filed Jan. 7, 2026
- Livelsberger Financial Advisory 2025 Q3 filed Oct. 14, 2025
- Livelsberger Financial Advisory 2025 Q2 filed July 8, 2025
- Livelsberger Financial Advisory 2025 Q1 filed April 8, 2025
- Livelsberger Financial Advisory 2024 Q4 filed Jan. 14, 2025
- Livelsberger Financial Advisory 2024 Q3 filed Oct. 21, 2024
- Livelsberger Financial Advisory 2024 Q2 filed Aug. 5, 2024
- Livelsberger Financial Advisory 2024 Q1 filed May 22, 2024
- Livelsberger Financial Advisory 2023 Q4 filed March 22, 2024