Live Oak Private Wealth LLC: ICE position timeline

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

Live Oak Private Wealth LLC held 12,297 ICE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 12,297 shares
Change vs previous 13F +9,368 shares
0.19% of the 13F portfolio, value $1,513,884.
13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,929 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $460,673.
13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).