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Disclosery

Live Oak Private Wealth LLC: BA position timeline

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

Live Oak Private Wealth LLC held 36,831 BA 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 36,831 shares
    Change vs previous 13F +313 shares

    1% of the 13F portfolio, value $7,972,807.

    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 36,518 shares
    Change vs previous 13F +1,158 shares

    1.01% of the 13F portfolio, value $7,268,178.

    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 35,360 shares
    Change vs previous 13F +243 shares

    1.05% of the 13F portfolio, value $7,677,363.

    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 35,117 shares
    Change vs previous 13F +677 shares

    1.06% of the 13F portfolio, value $7,579,302.

    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 34,440 shares
    Change vs previous 13F +407 shares

    1.08% of the 13F portfolio, value $7,216,213.

    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 34,033 shares
    Change vs previous 13F +238 shares

    0.94% of the 13F portfolio, value $5,804,328.

    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 33,795 shares
    Change vs previous 13F -934 shares

    1.01% of the 13F portfolio, value $5,981,715.

    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 34,729 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,280,197.

    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).