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Live Oak Private Wealth LLC: TJX position timeline

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

Live Oak Private Wealth LLC held 52,671 TJX 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 52,671 shares
    Change vs previous 13F -11,742 shares

    1% of the 13F portfolio, value $7,979,665.

    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 64,413 shares
    Change vs previous 13F +207 shares

    1.43% of the 13F portfolio, value $10,286,815.

    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 64,206 shares
    Change vs previous 13F -452 shares

    1.34% of the 13F portfolio, value $9,862,637.

    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 64,658 shares
    Change vs previous 13F -325 shares

    1.3% of the 13F portfolio, value $9,345,657.

    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 64,983 shares
    Change vs previous 13F -248 shares

    1.2% of the 13F portfolio, value $8,024,755.

    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 65,231 shares
    Change vs previous 13F +189 shares

    1.29% of the 13F portfolio, value $7,945,130.

    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 65,042 shares
    Change vs previous 13F -971 shares

    1.32% of the 13F portfolio, value $7,857,730.

    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 66,013 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $7,759,192.

    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).