Skip to content
Disclosery

Live Oak Private Wealth LLC: DFAE position timeline

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

Live Oak Private Wealth LLC held 89,061 DFAE 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 89,061 shares
    Change vs previous 13F +21,770 shares

    0.45% of the 13F portfolio, value $3,581,143.

    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 67,291 shares
    Change vs previous 13F +13,697 shares

    0.32% of the 13F portfolio, value $2,278,473.

    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 53,594 shares
    Change vs previous 13F +7,886 shares

    0.24% of the 13F portfolio, value $1,745,557.

    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 45,708 shares
    Change vs previous 13F +11,474 shares

    0.2% of the 13F portfolio, value $1,441,173.

    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 34,234 shares
    Change vs previous 13F +25,489 shares

    0.15% of the 13F portfolio, value $991,074.

    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 8,745 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $226,408.

    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).