Live Oak Private Wealth LLC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Private Wealth LLC on AMAT, newest first. How the timeline and the estimate are built.
Live Oak Private Wealth LLC held 13,218 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 13,218 sharesChange vs previous 13F -1,061 shares
1.19% of the 13F portfolio, value $9,556,509.
13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,279 sharesChange vs previous 13F -199 shares
0.68% of the 13F portfolio, value $4,880,294.
13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,478 sharesChange vs previous 13F -7 shares
0.51% of the 13F portfolio, value $3,720,787.
13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,485 sharesChange vs previous 13F -94 shares
0.41% of the 13F portfolio, value $2,965,649.
13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,579 sharesChange vs previous 13F -30 shares
0.4% of the 13F portfolio, value $2,669,042.
13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,609 sharesChange vs previous 13F -9 shares
0.34% of the 13F portfolio, value $2,120,025.
13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,618 sharesChange vs previous 13F -645 shares
0.4% of the 13F portfolio, value $2,377,358.
13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,263 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $3,083,825.
13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).