Sequoia Financial Advisors, LLC LBTYA — LIBERTY GLOBAL LTD

Ownership history in Sequoia Financial Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported LIBERTY GLOBAL LTD (LBTYA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows LBTYA 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 LBTYA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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 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.

LBTYA stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,423 +145 +0.9% 0.00% $187K 2026-07-17 $10.41
2026 Q1 REDUCED 24.0% -4.5% ✅ 16,278 -5,132 -24.0% 0.00% $197K 2026-04-30 $11.58
2025 Q4 ADDED — — — 21,410 +5,059 +30.9% 0.00% $239K 2026-02-03 $11.02
2025 Q3 ADDED — — — 16,351 +545 +3.4% 0.00% $187K 2025-10-29 $10.71
2025 Q2 REDUCED 23.4% +15.9% ❌ 15,806 -4,827 -23.4% 0.00% $158K 2025-07-25 $10.03
2025 Q1 REDUCED 29.0% -13.0% ✅ 20,633 -8,426 -29.0% 0.00% $237K 2025-04-23 $10.64
2024 Q4 ADDED — — — 29,059 +8,530 +41.6% 0.00% $371K 2025-02-07 $11.30
2024 Q3 INITIATED — — — 20,529 — — 0.00% $433K 2024-10-21 $10.68

🏢 Other funds also holding LBTYA

As of 2026 Q2 — sorted by position size

Lancaster Investment Management 3Y 7Y 26.0% Friedenthal Financial 3Y 7Y 0.47% Accurate Wealth Management, LLC 3Y 0.05% Central Pacific Bank - Trust Division 0.01% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0%

FAQ About Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC reported owning LBTYA?

Sequoia Financial Advisors, LLC reported LBTYA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported LBTYA position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for LBTYA was 0.00% in 2024 Q3.

What is the latest reported LBTYA position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 16,423 shares, equal to 0.00% of portfolio, with an estimated market value of $187K.

What does the chart on this LBTYA ownership page compare?

The chart compares Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC time their LBTYA position?

Based on 13F filing dates vs. subsequent LBTYA price moves, Sequoia Financial Advisors, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on LBTYA relative to SPY over the holding period was -15.3%.

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