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Disclosery

Live Oak Private Wealth LLC: VTRS position timeline

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

Live Oak Private Wealth LLC held 79,539 VTRS 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 79,539 shares
    Change vs previous 13F -26,877 shares

    0.16% of the 13F portfolio, value $1,263,079.

    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 106,416 shares
    Change vs previous 13F -3,886 shares

    0.2% of the 13F portfolio, value $1,437,680.

    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 110,302 shares
    Change vs previous 13F -6,399 shares

    0.19% of the 13F portfolio, value $1,373,260.

    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 116,701 shares
    Change vs previous 13F +13,865 shares

    0.16% of the 13F portfolio, value $1,155,340.

    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 102,836 shares
    Change vs previous 13F -1,246 shares

    0.14% of the 13F portfolio, value $918,325.

    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 104,082 shares
    Change vs previous 13F +30,438 shares

    0.15% of the 13F portfolio, value $906,554.

    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 73,644 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $916,868.

    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).