Live Oak Private Wealth LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Private Wealth LLC on SYK, newest first. How the timeline and the estimate are built.
Live Oak Private Wealth LLC held 1,792 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,792 sharesChange vs previous 13F -83 shares
0.07% of the 13F portfolio, value $564,193.
13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,875 sharesChange vs previous 13F -21 shares
0.09% of the 13F portfolio, value $616,106.
13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,896 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $666,387.
13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,896 sharesChange vs previous 13F -2 shares
0.1% of the 13F portfolio, value $700,894.
13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,898 sharesChange vs previous 13F +264 shares
0.11% of the 13F portfolio, value $750,906.
13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,634 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $608,257.
13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,634 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $588,322.
13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,634 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $590,299.
13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).