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Disclosery

Live Oak Private Wealth LLC: IWD position timeline

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

Live Oak Private Wealth LLC held 3,771 IWD 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 3,771 shares
    Change vs previous 13F -1,856 shares

    0.11% of the 13F portfolio, value $914,204.

    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 5,627 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $1,202,321.

    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 5,631 shares
    Change vs previous 13F -31 shares

    0.16% of the 13F portfolio, value $1,184,425.

    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 5,662 shares
    Change vs previous 13F +8 shares

    0.16% of the 13F portfolio, value $1,152,727.

    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 5,654 shares
    Change vs previous 13F -273 shares

    0.16% of the 13F portfolio, value $1,098,176.

    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 5,927 shares
    Change vs previous 13F +798 shares

    0.18% of the 13F portfolio, value $1,115,224.

    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 5,129 shares
    Change vs previous 13F -73 shares

    0.16% of the 13F portfolio, value $949,532.

    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 5,202 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $987,340.

    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).