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Disclosery

Live Oak Private Wealth LLC: AON position timeline

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

Live Oak Private Wealth LLC held 21,499 AON 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 21,499 shares
    Change vs previous 13F -1,446 shares

    0.89% of the 13F portfolio, value $7,131,025.

    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 22,945 shares
    Change vs previous 13F +382 shares

    1.03% of the 13F portfolio, value $7,406,208.

    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 22,563 shares
    Change vs previous 13F +421 shares

    1.08% of the 13F portfolio, value $7,962,054.

    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 22,142 shares
    Change vs previous 13F +345 shares

    1.1% of the 13F portfolio, value $7,895,417.

    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 21,797 shares
    Change vs previous 13F +521 shares

    1.16% of the 13F portfolio, value $7,776,321.

    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 21,276 shares
    Change vs previous 13F +140 shares

    1.38% of the 13F portfolio, value $8,491,064.

    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 21,136 shares
    Change vs previous 13F -409 shares

    1.28% of the 13F portfolio, value $7,591,229.

    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 21,545 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $7,454,377.

    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).