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Disclosery

Live Oak Private Wealth LLC: DFSD position timeline

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

Live Oak Private Wealth LLC held 261,804 DFSD 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 261,804 shares
    Change vs previous 13F +95,575 shares

    1.56% of the 13F portfolio, value $12,501,141.

    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 166,229 shares
    Change vs previous 13F +52,511 shares

    1.11% of the 13F portfolio, value $7,959,045.

    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 113,718 shares
    Change vs previous 13F +7,048 shares

    0.74% of the 13F portfolio, value $5,452,778.

    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 106,670 shares
    Change vs previous 13F +32,508 shares

    0.72% of the 13F portfolio, value $5,140,427.

    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 74,162 shares
    Change vs previous 13F +35,682 shares

    0.53% of the 13F portfolio, value $3,560,518.

    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 38,480 shares
    Change vs previous 13F +31,026 shares

    0.3% of the 13F portfolio, value $1,828,570.

    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 7,454 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $349,444.

    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).