Live Oak Private Wealth LLC: JBL position timeline

Live Oak Private Wealth LLC held 0 JBL shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -10,704 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 10,704 shares

   Change vs previous 13F -20,129 shares

   0.33% of the 13F portfolio, value $2,440,726.

   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).

3. period ended2025-09-30

   13F 30,833 shares

   Change vs previous 13F -457 shares

   0.93% of the 13F portfolio, value $6,696,073.

   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).

4. period ended2025-06-30

   13F 31,290 shares

   Change vs previous 13F -12,827 shares

   1.02% of the 13F portfolio, value $6,824,393.

   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).

5. period ended2025-03-31

   13F 44,117 shares

   Change vs previous 13F +1,361 shares

   0.97% of the 13F portfolio, value $6,003,000.

   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).

6. period ended2024-12-31

   13F 42,756 shares

   Change vs previous 13F -289 shares

   1.03% of the 13F portfolio, value $6,152,588.

   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).

7. period ended2024-09-30

   13F 43,045 shares

   Change vs previous 13F not available

   0.84% of the 13F portfolio, value $5,158,082.

   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).