Skip to content
Disclosery

Live Oak Private Wealth LLC: BRO position timeline

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

Live Oak Private Wealth LLC held 0 BRO 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 0 shares
    Change vs previous 13F -10,965 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,965 shares
    Change vs previous 13F -258 shares

    0.1% of the 13F portfolio, value $715,028.

    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 11,223 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $894,473.

    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).