13F Filings History of Livelsberger Financial Advisory

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$0
Signature - Title
Lynn Livelsberger - Owner/CEO
Location
Ashland, OH
Summary
This page shows a list of all the recent 13F filings made by Livelsberger Financial Advisory. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Livelsberger Financial Advisory reported 6 stock holdings with total value $2,683,978 as of Q3 2025. Top holdings included ABBV, AAPL, ABT, PH, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 0 $0 $0 -$2,683,978 -$2,683,978 13F-HR 07 Jan 2026, 15:23
Q3 2025 6 $2,683,978 +$5,507 -$2,816,103 -$2,810,596 ABBV, AAPL, ABT, PH, MSFT 13F-HR 14 Oct 2025, 10:56
Q2 2025 85 $5,165,155 +$3,184,563 $0 +$3,184,563 ABBV, ABT, AAPL, XOM, MSFT 13F-HR 08 Jul 2025, 13:21
Q1 2025 5 $2,093,730 +$7,313 -$202,172 -$194,859 ABBV, AAPL, ABT, XOM, PH 13F-HR 08 Apr 2025, 14:40
Q4 2024 6 $2,135,401 +$7,317 -$2,563,956 -$2,556,639 ABBV, AAPL, ABT, XOM, PH 13F-HR 14 Jan 2025, 11:34
Q3 2024 80 $4,769,856 +$2,777,747 -$4,883,541 -$2,105,794 ABBV, AAPL, ABT, XOM, PH 13F-HR 21 Oct 2024, 13:52
Q2 2024 13 $6,703,508 +$600,266 -$2,232,795 -$1,632,529 BFK, ABBV, PHK, KTF, GRC 13F-HR 05 Aug 2024, 13:17
Q1 2024 15 $8,135,821 +$94,697 -$103,754,244 -$103,659,547 IIM, BFK, ABBV, PHK, GRC 13F-HR 21 May 2024, 19:04
Q4 2023 460 $111,784,587 $0 $0 $0 T. ROWE PRICE HEALTH SCIENCES, HARBOR CAPITAL APPRECIATION INV, OAKMARK INVESTOR, FRANKLIN INCOME A1, EATON VANCE INCOME FUND OF BOSTON A 13F-HR 22 Mar 2024, 14:28