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Disclosery

Live Oak Private Wealth LLC: NVO position timeline

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

Live Oak Private Wealth LLC held 0 NVO 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 -27,708 shares

    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).

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

  2. period ended2025-06-30
    13F 27,708 shares
    Change vs previous 13F +1,978 shares

    0.29% of the 13F portfolio, value $1,912,406.

    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).

  3. period ended2025-03-31
    13F 25,730 shares
    Change vs previous 13F +10,137 shares

    0.29% of the 13F portfolio, value $1,786,691.

    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).

  4. period ended2024-12-31
    13F 15,593 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,341,310.

    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).