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Livelsberger Financial Advisory

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13F filer, CIK 2015721, Ashland, OH

Livelsberger Financial Advisory reported $0 across 1 holding for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-07.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002015721-26-000001

Period
2025-12-31
Reported value
$0
Holdings
1
Top 10 weight
New
1
Sold out
6

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ABBVexited-4,580-$1.06M
AAPLexited-1,736-$442K
ABTexited-3,273-$438K
PHexited-333-$252K
MSFTexited-480-$249K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002015721-26-000001, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
00Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares 0$0newValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ABBVABBVIE INC4,580$1.06Mshares
AAPLAPPLE INC1,736$442Kshares
ABTABBOTT LABORATORIES3,273$438Kshares
PHPARKER-HANNIFIN CORP333$252Kshares
MSFTMICROSOFT CORP480$249Kshares
XOMEXXON MOBIL CORP2,146$242Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002015721-26-000001 base2026-01-07acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002015721-26-000001 Quarter ended 2025-12-312026-01-07acceptance time not in the bulk data set
13F-HR 0002015721-25-000011 Quarter ended 2025-09-302025-10-14acceptance time not in the bulk data set
13F-HR 0002015721-25-000007 Quarter ended 2025-06-302025-07-08acceptance time not in the bulk data set
13F-HR 0002015721-25-000005 Quarter ended 2025-03-312025-04-08acceptance time not in the bulk data set
13F-HR 0002015721-25-000001 Quarter ended 2024-12-312025-01-14acceptance time not in the bulk data set
13F-HR 0002015721-24-000007 Quarter ended 2024-09-302024-10-21acceptance time not in the bulk data set
13F-HR 0002015721-24-000003 Quarter ended 2024-06-302024-08-05acceptance time not in the bulk data set
13F-HR 0002015721-24-000002 Quarter ended 2024-03-312024-05-22acceptance time not in the bulk data set
13F-HR 0002015721-24-000001 Quarter ended 2023-12-312024-03-22acceptance time not in the bulk data set