Live Oak Private Wealth LLC: ETG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Private Wealth LLC on ETG, newest first. How the timeline and the estimate are built.
Live Oak Private Wealth LLC held 92,351 ETG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 92,351 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $2,173,943.
13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 92,351 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $1,858,102.
13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,351 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $2,133,308.
13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 92,351 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $1,951,377.
13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 92,351 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $1,933,830.
13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 92,351 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $1,682,635.
13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 92,351 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $1,683,559.
13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 92,351 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $1,795,303.
13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).