Mosley Wealth Management LIVE β€” LIVE VENTURES INC COM NEW

Ownership history in Mosley Wealth Management  Β·  1 quarter on record

AI Ownership Summary

Mosley Wealth Management reported LIVE VENTURES INC COM NEW (LIVE) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows LIVE at 0.00% 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 LIVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mosley Wealth Management's position in LIVE VENTURES INC COM NEW, 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

LIVE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2026 Q1 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.

How Mosley Wealth Management held LIVE β€” position size vs. price
% of Fund (quarterly)    LIVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 5 β€” β€” 0.00% $92 2026-04-27 $13.25

🏒 Other funds also holding LIVE

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About Mosley Wealth Management and LIVE

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

How long has Mosley Wealth Management reported owning LIVE?

Mosley Wealth Management reported LIVE across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported LIVE position in Mosley Wealth Management's portfolio?

The largest reported portfolio weight for LIVE was 0.00% in 2026 Q1.

What is the latest reported LIVE position on this page?

The most recent filing on this page is 2026 Q1, when Mosley Wealth Management reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $92.

What does the chart on this LIVE ownership page compare?

The chart compares Mosley Wealth Management's quarterly LIVE 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.

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