Livelsberger Financial Advisory historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Livelsberger Financial Advisory opened 180 positions, added to 8, reduced 2 and sold out of 330.
- Q3 2024: Stock ABBV; Country of operation United States; Class EQTY; Shares before 4,076.
- Q3 2024: Stock AAPL; Country of operation United States; Class EQTY; Shares before 1,727.
- Q3 2024: Stock XOMXXXX; Country of operation —; Class EQTY; Shares before 2,174.
- Q1 2024: Stock XOMXXXX; Country of operation —; Class COM; Shares before 1,489.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2015721), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
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