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Disclosery

Live Oak Private Wealth LLC: UPS position timeline

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

Live Oak Private Wealth LLC held 73,237 UPS 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 73,237 shares
    Change vs previous 13F -315 shares

    0.98% of the 13F portfolio, value $7,872,948.

    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 73,552 shares
    Change vs previous 13F +1,651 shares

    1.01% of the 13F portfolio, value $7,236,087.

    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 71,901 shares
    Change vs previous 13F -5,216 shares

    0.97% of the 13F portfolio, value $7,131,848.

    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 77,117 shares
    Change vs previous 13F +9,208 shares

    0.9% of the 13F portfolio, value $6,441,592.

    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 67,909 shares
    Change vs previous 13F +1,868 shares

    1.02% of the 13F portfolio, value $6,854,708.

    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 66,041 shares
    Change vs previous 13F +13,789 shares

    1.18% of the 13F portfolio, value $7,263,805.

    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 52,252 shares
    Change vs previous 13F -602 shares

    1.11% of the 13F portfolio, value $6,589,001.

    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 52,854 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $7,206,068.

    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).