Accurate Wealth Management, LLC LBTYA — LIBERTY GLOBAL PLC

Ownership history in Accurate Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Accurate Wealth Management, LLC reported LIBERTY GLOBAL PLC (LBTYA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows LBTYA at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LBTYA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accurate Wealth Management, LLC's position in LIBERTY GLOBAL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LBTYA was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LBTYA stock page Accurate Wealth Management, LLC fund profile Accurate Wealth Management, LLC full holdings
How Accurate Wealth Management, LLC held LBTYA — position size vs. price
% of Fund (quarterly)    LBTYA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 55,796 +4,616 +9.0% 0.08% $676K 2026-04-23 $12.11
2025 Q4 ADDED — — — 51,180 +5,898 +13.0% 0.07% $542K 2026-01-14 $10.54
2025 Q3 ADDED — — — 45,282 +8,247 +22.3% 0.07% $496K 2025-10-20 $11.21
2025 Q2 ADDED — — — 37,035 +2,505 +7.3% 0.06% $379K 2025-07-15 $9.75
2025 Q1 ADDED — — — 34,530 +4,642 +15.5% 0.07% $363K 2025-04-15 $10.66
2024 Q4 ADDED — — — 29,888 +17,546 +142.2% 0.07% $355K 2025-01-14 $11.60
2024 Q3 ADDED — — — 12,342 +12,227 +10632.2% 0.05% $252K 2024-10-17 $10.90
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LBTYA

As of 2026 Q1 — sorted by position size

Lancaster Investment Management 3Y 7Y 28.31% SEVEN MILE ADVISORY 0.19% Oak Thistle LLC 3Y 0.1% ANCHYRA PARTNERS LLC 0.06% Citadel Investment Advisory, Inc. 3Y 0.04% Friedenthal Financial 3Y 7Y 0.04% Aaron Wealth Advisors LLC 3Y 0.02% Central Pacific Bank - Trust Division 0.02% EVOLVE PRIVATE WEALTH, LLC 0.01% Pallas Capital Advisors LLC 3Y 0.01%

FAQ About Accurate Wealth Management, LLC and LBTYA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accurate Wealth Management, LLC reported owning LBTYA?

Accurate Wealth Management, LLC reported LBTYA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LBTYA position in Accurate Wealth Management, LLC's portfolio?

The largest reported portfolio weight for LBTYA was 0.08% in 2026 Q1.

What is the latest reported LBTYA position on this page?

The most recent filing on this page is 2026 Q1, when Accurate Wealth Management, LLC reported 55,796 shares, equal to 0.08% of portfolio, with an estimated market value of $676K.

What does the chart on this LBTYA ownership page compare?

The chart compares Accurate Wealth Management, LLC's quarterly LBTYA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accurate Wealth Management, LLC time their LBTYA position?

Based on 13F filing dates vs. subsequent LBTYA price moves, Accurate Wealth Management, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on LBTYA relative to SPY over the holding period was -35.3%.

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