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Disclosery

Live Oak Private Wealth LLC: DFAU position timeline

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

Live Oak Private Wealth LLC held 803,153 DFAU 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 803,153 shares
    Change vs previous 13F +400,848 shares

    5.19% of the 13F portfolio, value $41,514,979.

    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 402,305 shares
    Change vs previous 13F +70,719 shares

    2.53% of the 13F portfolio, value $18,152,002.

    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 331,586 shares
    Change vs previous 13F +22,392 shares

    2.11% of the 13F portfolio, value $15,518,225.

    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 309,194 shares
    Change vs previous 13F +79,341 shares

    1.97% of the 13F portfolio, value $14,148,717.

    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 229,853 shares
    Change vs previous 13F +133,668 shares

    1.45% of the 13F portfolio, value $9,736,573.

    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 96,185 shares
    Change vs previous 13F +57,006 shares

    0.6% of the 13F portfolio, value $3,697,351.

    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 39,179 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,586,358.

    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).