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Live Oak Private Wealth LLC: DFCF position timeline

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

Live Oak Private Wealth LLC held 127,037 DFCF 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 127,037 shares
    Change vs previous 13F +32,032 shares

    0.67% of the 13F portfolio, value $5,362,232.

    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 95,005 shares
    Change vs previous 13F +36,533 shares

    0.56% of the 13F portfolio, value $4,011,111.

    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 58,472 shares
    Change vs previous 13F +4,966 shares

    0.34% of the 13F portfolio, value $2,488,568.

    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 53,506 shares
    Change vs previous 13F +15,172 shares

    0.32% of the 13F portfolio, value $2,287,917.

    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 38,334 shares
    Change vs previous 13F +23,417 shares

    0.24% of the 13F portfolio, value $1,619,995.

    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 14,917 shares
    Change vs previous 13F +9,731 shares

    0.1% of the 13F portfolio, value $627,409.

    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 5,186 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $214,026.

    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).