Live Oak Private Wealth LLC: IEMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Private Wealth LLC on IEMG, newest first. How the timeline and the estimate are built.
Live Oak Private Wealth LLC held 7,100 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,100 sharesChange vs previous 13F -468 shares
0.07% of the 13F portfolio, value $588,183.
13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,568 sharesChange vs previous 13F -162 shares
0.07% of the 13F portfolio, value $527,868.
13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,730 sharesChange vs previous 13F -81 shares
0.07% of the 13F portfolio, value $519,611.
13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,811 sharesChange vs previous 13F -33 shares
0.07% of the 13F portfolio, value $514,901.
13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,844 sharesChange vs previous 13F -572 shares
0.07% of the 13F portfolio, value $470,875.
13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,416 sharesChange vs previous 13F +574 shares
0.07% of the 13F portfolio, value $454,212.
13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,842 sharesChange vs previous 13F +15 shares
0.07% of the 13F portfolio, value $409,509.
13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,827 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $449,348.
13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).