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Disclosery

Live Oak Private Wealth LLC: FCNCA position timeline

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

Live Oak Private Wealth LLC held 3,454 FCNCA 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 3,454 shares
    Change vs previous 13F -11 shares

    0.9% of the 13F portfolio, value $7,187,574.

    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 3,465 shares
    Change vs previous 13F +166 shares

    0.91% of the 13F portfolio, value $6,530,867.

    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 3,299 shares
    Change vs previous 13F +2 shares

    0.96% of the 13F portfolio, value $7,080,532.

    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 3,297 shares
    Change vs previous 13F +1,211 shares

    0.82% of the 13F portfolio, value $5,899,139.

    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 2,086 shares
    Change vs previous 13F +483 shares

    0.61% of the 13F portfolio, value $4,081,259.

    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 1,603 shares
    Change vs previous 13F +1,299 shares

    0.48% of the 13F portfolio, value $2,972,153.

    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 304 shares
    Change vs previous 13F +136 shares

    0.11% of the 13F portfolio, value $642,358.

    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 168 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $309,280.

    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).