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Live Oak Private Wealth LLC: BN position timeline

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

Live Oak Private Wealth LLC held 300,061 BN 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 300,061 shares
    Change vs previous 13F -20,657 shares

    1.6% of the 13F portfolio, value $12,779,598.

    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 320,718 shares
    Change vs previous 13F -2,866 shares

    1.81% of the 13F portfolio, value $12,979,457.

    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 323,584 shares
    Change vs previous 13F +107,823 shares

    2.02% of the 13F portfolio, value $14,849,270.

    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 215,761 shares
    Change vs previous 13F -1,110 shares

    2.06% of the 13F portfolio, value $14,796,889.

    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 216,871 shares
    Change vs previous 13F -1,517 shares

    2% of the 13F portfolio, value $13,413,471.

    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 218,388 shares
    Change vs previous 13F +2,232 shares

    1.85% of the 13F portfolio, value $11,445,715.

    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 216,156 shares
    Change vs previous 13F -6,888 shares

    2.09% of the 13F portfolio, value $12,418,162.

    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 223,044 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $11,854,789.

    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).