Live Oak Private Wealth LLC: KMX position timeline

Live Oak Private Wealth LLC held 0 KMX shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -81,413 shares

   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).

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

2. period ended2025-06-30

   13F 81,413 shares

   Change vs previous 13F -1,493 shares

   0.82% of the 13F portfolio, value $5,471,768.

   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).

3. period ended2025-03-31

   13F 82,906 shares

   Change vs previous 13F +3,298 shares

   1.05% of the 13F portfolio, value $6,460,036.

   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).

4. period ended2024-12-31

   13F 79,608 shares

   Change vs previous 13F -1,184 shares

   1.09% of the 13F portfolio, value $6,508,750.

   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).

5. period ended2024-09-30

   13F 80,792 shares

   Change vs previous 13F not available

   1.01% of the 13F portfolio, value $6,251,685.

   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).