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Disclosery

Live Oak Private Wealth LLC: ADI position timeline

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

Live Oak Private Wealth LLC held 28,928 ADI 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 28,928 shares
    Change vs previous 13F -2,370 shares

    1.44% of the 13F portfolio, value $11,489,390.

    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 31,298 shares
    Change vs previous 13F -367 shares

    1.39% of the 13F portfolio, value $9,957,016.

    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 31,665 shares
    Change vs previous 13F -18 shares

    1.17% of the 13F portfolio, value $8,587,504.

    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 31,683 shares
    Change vs previous 13F +878 shares

    1.08% of the 13F portfolio, value $7,784,532.

    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 30,805 shares
    Change vs previous 13F +950 shares

    1.09% of the 13F portfolio, value $7,332,257.

    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 29,855 shares
    Change vs previous 13F +1,949 shares

    0.98% of the 13F portfolio, value $6,020,943.

    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 27,906 shares
    Change vs previous 13F +155 shares

    1% of the 13F portfolio, value $5,928,942.

    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 27,751 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,387,427.

    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).