Live Oak Private Wealth LLC: DFGR position timeline

Live Oak Private Wealth LLC held 29,627 DFGR 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 29,627 shares

   Change vs previous 13F +10,370 shares

   0.11% of the 13F portfolio, value $858,294.

   13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 19,257 shares

   Change vs previous 13F +4,975 shares

   0.07% of the 13F portfolio, value $511,851.

   13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 14,282 shares

   Change vs previous 13F +1,374 shares

   0.05% of the 13F portfolio, value $377,330.

   13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 12,908 shares

   Change vs previous 13F +4,401 shares

   0.05% of the 13F portfolio, value $352,517.

   13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,507 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $228,243.

   13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).