Live Oak Private Wealth LLC: AVGO position timeline

Live Oak Private Wealth LLC held 1,215 AVGO 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 1,215 shares

   Change vs previous 13F +22 shares

   0.06% of the 13F portfolio, value $458,966.

   13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,193 shares

   Change vs previous 13F +20 shares

   0.05% of the 13F portfolio, value $369,245.

   13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,173 shares

   Change vs previous 13F -32 shares

   0.06% of the 13F portfolio, value $405,975.

   13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,205 shares

   Change vs previous 13F -14 shares

   0.06% of the 13F portfolio, value $397,542.

   13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,219 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $336,017.

   13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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