Copley Financial Group, Inc. LBTYA LIBERTY GLOBAL LTD

Ownership history in Copley Financial Group, Inc.  ·  5 quarters on record

AI Ownership Summary

Copley Financial Group, Inc. reported LIBERTY GLOBAL LTD (LBTYA) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows LBTYA at 0.16% 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.

What this LBTYA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copley Financial Group, Inc.'s position in LIBERTY GLOBAL LTD, 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 Q2

LBTYA was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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
2025 Q2 to 2026 Q2

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.

How Copley Financial Group, Inc. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 22,584 -73 -0.3% 0.16% $257K 2026-08-11 $10.19
2026 Q1 ADDED 22,657 +4,013 +21.5% 0.17% $274K 2026-05-15 $11.51
2025 Q4 ADDED 18,644 +5,843 +45.6% 0.13% $208K 2026-02-17 $11.16
2025 Q3 ADDED 12,801 +931 +7.8% 0.10% $147K 2025-11-18 $11.01
2025 Q2 INITIATED 11,870 0.09% $119K 2025-08-13 $11.39

FAQ About Copley Financial Group, Inc. and LBTYA

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

How long has Copley Financial Group, Inc. reported owning LBTYA?

Copley Financial Group, Inc. reported LBTYA across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported LBTYA position in Copley Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for LBTYA was 0.17% in 2026 Q1.

What is the latest reported LBTYA position on this page?

The most recent filing on this page is 2026 Q2, when Copley Financial Group, Inc. reported 22,584 shares, equal to 0.16% of portfolio, with an estimated market value of $257K.

What does the chart on this LBTYA ownership page compare?

The chart compares Copley Financial Group, Inc.'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 Copley Financial Group, Inc. time their LBTYA position?

Based on 13F filing dates vs. subsequent LBTYA price moves, Copley Financial Group, Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LBTYA relative to SPY over the holding period was -26.3%.

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