Live Oak Private Wealth LLC: FISV position timeline

Live Oak Private Wealth LLC held 0 FISV shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -44,531 shares

   13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 44,531 shares

   Change vs previous 13F +3,645 shares

   0.8% of the 13F portfolio, value $5,741,382.

   13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 40,886 shares

   Change vs previous 13F +1,522 shares

   1.05% of the 13F portfolio, value $7,049,155.

   13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 39,364 shares

   Change vs previous 13F -10,933 shares

   1.41% of the 13F portfolio, value $8,692,752.

   13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 50,297 shares

   Change vs previous 13F -11,491 shares

   1.74% of the 13F portfolio, value $10,332,010.

   13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-09-30

   13F 61,788 shares

   Change vs previous 13F not available

   1.8% of the 13F portfolio, value $11,100,214.

   13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).