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Disclosery

Live Oak Private Wealth LLC: DEO position timeline

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

Live Oak Private Wealth LLC held 90,156 DEO 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 90,156 shares
    Change vs previous 13F -5,196 shares

    0.91% of the 13F portfolio, value $7,246,713.

    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 95,352 shares
    Change vs previous 13F +30,591 shares

    0.99% of the 13F portfolio, value $7,098,963.

    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 64,761 shares
    Change vs previous 13F -4,765 shares

    0.76% of the 13F portfolio, value $5,586,939.

    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 69,526 shares
    Change vs previous 13F +5,104 shares

    0.92% of the 13F portfolio, value $6,634,911.

    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 64,422 shares
    Change vs previous 13F +1,215 shares

    0.97% of the 13F portfolio, value $6,496,362.

    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 63,207 shares
    Change vs previous 13F +3,955 shares

    1.07% of the 13F portfolio, value $6,623,433.

    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 59,252 shares
    Change vs previous 13F -1,102 shares

    1.27% of the 13F portfolio, value $7,532,672.

    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 60,354 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $8,470,037.

    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).