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Disclosery

Live Oak Private Wealth LLC: DFAX position timeline

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

Live Oak Private Wealth LLC held 556,763 DFAX 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 556,763 shares
    Change vs previous 13F +178,929 shares

    2.56% of the 13F portfolio, value $20,511,141.

    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 377,834 shares
    Change vs previous 13F +14,777 shares

    1.79% of the 13F portfolio, value $12,835,008.

    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 363,057 shares
    Change vs previous 13F +3,639 shares

    1.62% of the 13F portfolio, value $11,882,867.

    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 359,418 shares
    Change vs previous 13F +7,615 shares

    1.57% of the 13F portfolio, value $11,278,534.

    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 351,803 shares
    Change vs previous 13F +24,039 shares

    1.54% of the 13F portfolio, value $10,332,458.

    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 327,764 shares
    Change vs previous 13F +45,410 shares

    1.39% of the 13F portfolio, value $8,587,420.

    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 282,354 shares
    Change vs previous 13F +3,828 shares

    1.18% of the 13F portfolio, value $7,019,323.

    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 278,526 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,522,974.

    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).