LBTYK β€” LIBERTY GLOBAL LTD

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  10 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LIBERTY GLOBAL LTD (LBTYK) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows LBTYK 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 LBTYK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held LBTYK β€” position size vs. price
% of Fund (quarterly)    LBTYK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 48,184 +13,110 +37.4% 0.00% $573K 2026-04-08 $12.06
2025 Q4 ADDED 35,074 +3,184 +10.0% 0.00% $384K 2026-01-08 $10.69
2025 Q3 REDUCED 31,890 -25,884 -44.8% 0.00% $367K 2025-10-29 $10.88
2025 Q2 ADDED 57,774 +493 +0.9% 0.00% $590K 2025-07-10 $10.52
2025 Q1 REDUCED 57,281 -5,437 -8.7% 0.00% $686K 2025-04-16 $10.87
2024 Q4 UNCHANGED 62,718 β€” 0% 0.00% $1.4M 2025-01-10 $12.21
2024 Q3 ADDED 62,718 +607 +1.0% 0.00% $1.4M 2024-10-24 $11.13
2024 Q2 REDUCED 62,111 -25,588 -29.2% 0.00% $1.1M 2024-07-16 $10.15
2024 Q1 ADDED 87,699 +365 +0.4% 0.00% $1.5M 2024-04-15 $9.09
2023 Q4 INITIATED 87,334 β€” β€” 0.00% $1.6M 2024-01-30 $11.12

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and LBTYK

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning LBTYK?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported LBTYK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LBTYK position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for LBTYK was 0.00% in 2023 Q4.

What is the latest reported LBTYK position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 48,184 shares, equal to 0.00% of portfolio, with an estimated market value of $573K.

What does the chart on this LBTYK ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly LBTYK 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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