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Disclosery

Live Oak Private Wealth LLC: DFAI position timeline

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

Live Oak Private Wealth LLC held 208,210 DFAI 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 208,210 shares
    Change vs previous 13F +60,881 shares

    1.07% of the 13F portfolio, value $8,588,663.

    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 147,329 shares
    Change vs previous 13F +20,699 shares

    0.8% of the 13F portfolio, value $5,739,938.

    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 126,630 shares
    Change vs previous 13F +8,870 shares

    0.66% of the 13F portfolio, value $4,825,869.

    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 117,760 shares
    Change vs previous 13F +35,371 shares

    0.6% of the 13F portfolio, value $4,280,576.

    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 82,389 shares
    Change vs previous 13F +47,179 shares

    0.42% of the 13F portfolio, value $2,848,188.

    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 35,210 shares
    Change vs previous 13F +19,788 shares

    0.18% of the 13F portfolio, value $1,099,608.

    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 15,422 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $450,322.

    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).