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Disclosery

Live Oak Private Wealth LLC: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Private Wealth LLC on A, newest first. How the timeline and the estimate are built.

Live Oak Private Wealth LLC held 62,500 A shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,500 shares
    Change vs previous 13F +2,220 shares

    1.04% of the 13F portfolio, value $8,301,832.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,280 shares
    Change vs previous 13F +6,722 shares

    0.96% of the 13F portfolio, value $6,870,705.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,558 shares
    Change vs previous 13F -96 shares

    0.99% of the 13F portfolio, value $7,287,682.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,654 shares
    Change vs previous 13F +2,579 shares

    0.96% of the 13F portfolio, value $6,886,477.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,075 shares
    Change vs previous 13F +2,283 shares

    0.9% of the 13F portfolio, value $6,027,378.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,792 shares
    Change vs previous 13F +3,663 shares

    0.92% of the 13F portfolio, value $5,707,688.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,129 shares
    Change vs previous 13F +82 shares

    1.02% of the 13F portfolio, value $6,062,630.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,047 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $6,688,579.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).