Skip to content
Disclosery

Live Oak Private Wealth LLC: FND position timeline

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

Live Oak Private Wealth LLC held 35,173 FND 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 35,173 shares
    Change vs previous 13F -6,473 shares

    0.26% of the 13F portfolio, value $2,087,869.

    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 41,646 shares
    Change vs previous 13F -3,288 shares

    0.29% of the 13F portfolio, value $2,115,617.

    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 44,934 shares
    Change vs previous 13F -9,842 shares

    0.37% of the 13F portfolio, value $2,736,031.

    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 54,776 shares
    Change vs previous 13F +1,783 shares

    0.56% of the 13F portfolio, value $4,036,991.

    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 52,993 shares
    Change vs previous 13F -776 shares

    0.6% of the 13F portfolio, value $4,025,348.

    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 53,769 shares
    Change vs previous 13F +2,928 shares

    0.7% of the 13F portfolio, value $4,326,791.

    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 50,841 shares
    Change vs previous 13F +393 shares

    0.85% of the 13F portfolio, value $5,068,848.

    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 50,448 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $6,264,128.

    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).