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Disclosery

Live Oak Private Wealth LLC: SLB position timeline

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

Live Oak Private Wealth LLC held 187,978 SLB 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 187,978 shares
    Change vs previous 13F -9,445 shares

    1.09% of the 13F portfolio, value $8,739,111.

    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 197,423 shares
    Change vs previous 13F -2,486 shares

    1.41% of the 13F portfolio, value $10,145,576.

    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 199,909 shares
    Change vs previous 13F -25,132 shares

    1.05% of the 13F portfolio, value $7,672,507.

    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 225,041 shares
    Change vs previous 13F +40,540 shares

    1.08% of the 13F portfolio, value $7,734,649.

    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 184,501 shares
    Change vs previous 13F +8,494 shares

    0.93% of the 13F portfolio, value $6,236,121.

    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 176,007 shares
    Change vs previous 13F +48,607 shares

    1.19% of the 13F portfolio, value $7,357,093.

    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 127,400 shares
    Change vs previous 13F -39,041 shares

    0.82% of the 13F portfolio, value $4,884,516.

    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 166,441 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $6,982,200.

    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).