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Live Oak Private Wealth LLC: GOOGL position timeline

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

Live Oak Private Wealth LLC held 51,031 GOOGL 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 51,031 shares
    Change vs previous 13F -2,727 shares

    2.28% of the 13F portfolio, value $18,237,103.

    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 53,758 shares
    Change vs previous 13F -12,246 shares

    2.16% of the 13F portfolio, value $15,458,653.

    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 66,004 shares
    Change vs previous 13F -6,112 shares

    2.81% of the 13F portfolio, value $20,659,202.

    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 72,116 shares
    Change vs previous 13F -942 shares

    2.44% of the 13F portfolio, value $17,531,472.

    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 73,058 shares
    Change vs previous 13F -1,329 shares

    1.92% of the 13F portfolio, value $12,874,946.

    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 74,387 shares
    Change vs previous 13F -30 shares

    1.86% of the 13F portfolio, value $11,503,157.

    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 74,417 shares
    Change vs previous 13F -2,127 shares

    2.37% of the 13F portfolio, value $14,087,084.

    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 76,544 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $12,694,793.

    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).