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Disclosery

Live Oak Private Wealth LLC: TMO position timeline

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

Live Oak Private Wealth LLC held 12,948 TMO 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 12,948 shares
    Change vs previous 13F -957 shares

    0.81% of the 13F portfolio, value $6,491,730.

    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 13,905 shares
    Change vs previous 13F +459 shares

    0.95% of the 13F portfolio, value $6,834,817.

    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 13,446 shares
    Change vs previous 13F -199 shares

    1.06% of the 13F portfolio, value $7,791,370.

    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 13,645 shares
    Change vs previous 13F +2,607 shares

    0.92% of the 13F portfolio, value $6,618,146.

    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 11,038 shares
    Change vs previous 13F +1,167 shares

    0.67% of the 13F portfolio, value $4,475,487.

    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 9,871 shares
    Change vs previous 13F +1,176 shares

    0.8% of the 13F portfolio, value $4,911,810.

    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 8,695 shares
    Change vs previous 13F +1,791 shares

    0.76% of the 13F portfolio, value $4,523,400.

    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 6,904 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,270,607.

    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).