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Disclosery

Live Oak Private Wealth LLC: DIS position timeline

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

Live Oak Private Wealth LLC held 86,551 DIS 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 86,551 shares
    Change vs previous 13F -4,671 shares

    1.04% of the 13F portfolio, value $8,330,518.

    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 91,222 shares
    Change vs previous 13F +18,109 shares

    1.23% of the 13F portfolio, value $8,791,960.

    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 73,113 shares
    Change vs previous 13F -215 shares

    1.13% of the 13F portfolio, value $8,318,098.

    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 73,328 shares
    Change vs previous 13F +133 shares

    1.17% of the 13F portfolio, value $8,396,050.

    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 73,195 shares
    Change vs previous 13F +2,025 shares

    1.35% of the 13F portfolio, value $9,076,902.

    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 71,170 shares
    Change vs previous 13F +4,071 shares

    1.14% of the 13F portfolio, value $7,024,471.

    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 67,099 shares
    Change vs previous 13F -2,161 shares

    1.26% of the 13F portfolio, value $7,471,512.

    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 69,260 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,662,152.

    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).