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Disclosery

Live Oak Private Wealth LLC: NEM position timeline

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

Live Oak Private Wealth LLC held 117,910 NEM 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 117,910 shares
    Change vs previous 13F -5,119 shares

    1.38% of the 13F portfolio, value $11,012,776.

    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 123,029 shares
    Change vs previous 13F -20,775 shares

    1.86% of the 13F portfolio, value $13,317,867.

    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 143,804 shares
    Change vs previous 13F -1,439 shares

    1.96% of the 13F portfolio, value $14,358,803.

    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 145,243 shares
    Change vs previous 13F +401 shares

    1.71% of the 13F portfolio, value $12,245,398.

    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 144,842 shares
    Change vs previous 13F +207 shares

    1.26% of the 13F portfolio, value $8,438,520.

    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 144,635 shares
    Change vs previous 13F +7,541 shares

    1.13% of the 13F portfolio, value $6,982,976.

    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 137,094 shares
    Change vs previous 13F -48 shares

    0.86% of the 13F portfolio, value $5,102,639.

    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 137,142 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $7,330,240.

    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).