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Live Oak Private Wealth LLC: GOOG position timeline

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

Live Oak Private Wealth LLC held 56,357 GOOG 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 56,357 shares
    Change vs previous 13F -3,168 shares

    2.49% of the 13F portfolio, value $19,912,537.

    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 59,525 shares
    Change vs previous 13F -20,453 shares

    2.38% of the 13F portfolio, value $17,075,234.

    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 79,978 shares
    Change vs previous 13F -12,768 shares

    3.42% of the 13F portfolio, value $25,098,655.

    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 92,746 shares
    Change vs previous 13F -354 shares

    3.15% of the 13F portfolio, value $22,588,354.

    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 93,100 shares
    Change vs previous 13F +2,082 shares

    2.46% of the 13F portfolio, value $16,515,014.

    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 91,018 shares
    Change vs previous 13F +1,412 shares

    2.3% of the 13F portfolio, value $14,219,694.

    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 89,606 shares
    Change vs previous 13F -4,047 shares

    2.87% of the 13F portfolio, value $17,064,481.

    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 93,653 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $15,657,909.

    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).