Skip to content
Disclosery

Live Oak Private Wealth LLC: LOW position timeline

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

Live Oak Private Wealth LLC held 66,230 LOW 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 66,230 shares
    Change vs previous 13F +835 shares

    1.83% of the 13F portfolio, value $14,603,094.

    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 65,395 shares
    Change vs previous 13F +678 shares

    2.15% of the 13F portfolio, value $15,451,472.

    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 64,717 shares
    Change vs previous 13F +2,277 shares

    2.13% of the 13F portfolio, value $15,607,047.

    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 62,440 shares
    Change vs previous 13F +851 shares

    2.18% of the 13F portfolio, value $15,691,837.

    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 61,589 shares
    Change vs previous 13F +383 shares

    2.04% of the 13F portfolio, value $13,664,733.

    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 61,206 shares
    Change vs previous 13F +348 shares

    2.31% of the 13F portfolio, value $14,274,994.

    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 60,858 shares
    Change vs previous 13F -1,233 shares

    2.52% of the 13F portfolio, value $15,019,753.

    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 62,091 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $16,817,442.

    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).