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Disclosery

Live Oak Private Wealth LLC: AAPL position timeline

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

Live Oak Private Wealth LLC held 72,557 AAPL 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 72,557 shares
    Change vs previous 13F -4,270 shares

    2.63% of the 13F portfolio, value $20,995,174.

    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 76,827 shares
    Change vs previous 13F +115 shares

    2.72% of the 13F portfolio, value $19,497,858.

    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 76,712 shares
    Change vs previous 13F -1,606 shares

    2.84% of the 13F portfolio, value $20,855,586.

    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 78,318 shares
    Change vs previous 13F +1,422 shares

    2.78% of the 13F portfolio, value $19,942,010.

    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 76,896 shares
    Change vs previous 13F +61 shares

    2.35% of the 13F portfolio, value $15,776,738.

    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 76,835 shares
    Change vs previous 13F -745 shares

    2.77% of the 13F portfolio, value $17,067,403.

    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 77,580 shares
    Change vs previous 13F -2,864 shares

    3.26% of the 13F portfolio, value $19,427,496.

    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 80,444 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $18,743,368.

    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).