Live Oak Private Wealth LLC: IDE position timeline

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

Live Oak Private Wealth LLC held 84,169 IDE 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 84,169 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $1,164,899.
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 84,169 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $1,050,429.
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).
period ended2025-12-31
13F 84,169 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,035,279.
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).
period ended2025-09-30
13F 84,169 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,020,970.
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).
period ended2025-06-30
13F 84,169 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $983,936.
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).
period ended2025-03-31
13F 84,169 shares
Change vs previous 13F +10,000 shares
0.14% of the 13F portfolio, value $890,508.
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).
period ended2024-12-31
13F 74,169 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $752,815.
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).
period ended2024-09-30
13F 74,169 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $842,560.
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).