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Disclosery

Live Oak Private Wealth LLC: BAM position timeline

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

Live Oak Private Wealth LLC held 38,101 BAM 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 38,101 shares
    Change vs previous 13F -5,032 shares

    0.21% of the 13F portfolio, value $1,708,830.

    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 43,133 shares
    Change vs previous 13F -261 shares

    0.27% of the 13F portfolio, value $1,917,262.

    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 43,394 shares
    Change vs previous 13F -254 shares

    0.31% of the 13F portfolio, value $2,273,412.

    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 43,648 shares
    Change vs previous 13F -373 shares

    0.35% of the 13F portfolio, value $2,485,317.

    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 44,021 shares
    Change vs previous 13F -191 shares

    0.36% of the 13F portfolio, value $2,433,481.

    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 44,212 shares
    Change vs previous 13F -54 shares

    0.35% of the 13F portfolio, value $2,142,071.

    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 44,266 shares
    Change vs previous 13F -275 shares

    0.4% of the 13F portfolio, value $2,398,775.

    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 44,541 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,106,344.

    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).