Live Oak Private Wealth LLC: ORCL position timeline

Live Oak Private Wealth LLC held 0 ORCL 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 -50,920 shares

   13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   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 50,920 shares

   Change vs previous 13F -10,513 shares

   1.66% of the 13F portfolio, value $11,132,734.

   13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 61,433 shares

   Change vs previous 13F +9,390 shares

   1.39% of the 13F portfolio, value $8,588,948.

   13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 52,043 shares

   Change vs previous 13F -1,023 shares

   1.46% of the 13F portfolio, value $8,672,446.

   13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 53,066 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $9,042,446.

   13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).