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Disclosery

Live Oak Private Wealth LLC: MSFT position timeline

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

Live Oak Private Wealth LLC held 39,987 MSFT 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 39,987 shares
    Change vs previous 13F -2,531 shares

    1.87% of the 13F portfolio, value $14,916,017.

    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 42,518 shares
    Change vs previous 13F +1,589 shares

    2.19% of the 13F portfolio, value $15,738,742.

    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 40,929 shares
    Change vs previous 13F -1,044 shares

    2.7% of the 13F portfolio, value $19,794,559.

    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 41,973 shares
    Change vs previous 13F -113 shares

    3.03% of the 13F portfolio, value $21,740,150.

    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 42,086 shares
    Change vs previous 13F +929 shares

    3.12% of the 13F portfolio, value $20,933,758.

    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 41,157 shares
    Change vs previous 13F -409 shares

    2.5% of the 13F portfolio, value $15,450,039.

    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 41,566 shares
    Change vs previous 13F -2,785 shares

    2.94% of the 13F portfolio, value $17,520,105.

    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 44,351 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $19,084,168.

    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).