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Disclosery

Live Oak Private Wealth LLC: DFIC position timeline

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

Live Oak Private Wealth LLC held 70,119 DFIC 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 70,119 shares
    Change vs previous 13F -12,129 shares

    0.33% of the 13F portfolio, value $2,612,635.

    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 82,248 shares
    Change vs previous 13F +2,303 shares

    0.41% of the 13F portfolio, value $2,922,277.

    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 79,945 shares
    Change vs previous 13F +22 shares

    0.38% of the 13F portfolio, value $2,754,896.

    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 79,923 shares
    Change vs previous 13F +13 shares

    0.36% of the 13F portfolio, value $2,620,671.

    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 79,910 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $2,484,402.

    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 79,910 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,219,101.

    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 79,910 shares
    Change vs previous 13F -5,965 shares

    0.35% of the 13F portfolio, value $2,065,274.

    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 85,875 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,416,523.

    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).