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Disclosery

Live Oak Private Wealth LLC: WTW position timeline

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

Live Oak Private Wealth LLC held 6,617 WTW 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 6,617 shares
    Change vs previous 13F -1,016 shares

    0.22% of the 13F portfolio, value $1,729,485.

    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 7,633 shares
    Change vs previous 13F +481 shares

    0.31% of the 13F portfolio, value $2,218,913.

    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 7,152 shares
    Change vs previous 13F +569 shares

    0.32% of the 13F portfolio, value $2,350,147.

    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 6,583 shares
    Change vs previous 13F +137 shares

    0.32% of the 13F portfolio, value $2,274,097.

    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 6,446 shares
    Change vs previous 13F +86 shares

    0.29% of the 13F portfolio, value $1,975,699.

    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 6,360 shares
    Change vs previous 13F -57 shares

    0.35% of the 13F portfolio, value $2,149,362.

    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 6,417 shares
    Change vs previous 13F -121 shares

    0.34% of the 13F portfolio, value $2,010,061.

    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 6,538 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,925,637.

    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).