Skip to content
Disclosery

Live Oak Private Wealth LLC: LIN position timeline

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

Live Oak Private Wealth LLC held 4,849 LIN 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 4,849 shares
    Change vs previous 13F -569 shares

    0.31% of the 13F portfolio, value $2,516,340.

    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 5,418 shares
    Change vs previous 13F +214 shares

    0.37% of the 13F portfolio, value $2,686,028.

    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 5,204 shares
    Change vs previous 13F +886 shares

    0.3% of the 13F portfolio, value $2,218,934.

    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 4,318 shares
    Change vs previous 13F +17 shares

    0.29% of the 13F portfolio, value $2,051,050.

    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 4,301 shares
    Change vs previous 13F +164 shares

    0.3% of the 13F portfolio, value $2,017,943.

    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 4,137 shares
    Change vs previous 13F -6 shares

    0.31% of the 13F portfolio, value $1,926,353.

    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 4,143 shares
    Change vs previous 13F +44 shares

    0.29% of the 13F portfolio, value $1,734,550.

    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 4,099 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,954,649.

    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).