Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in BCX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $128,564 | 11,709 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $119,080 | 11,709 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $110,650 | 11,709 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $109,244 | 11,709 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $112,728 | 13,200 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $126,720 | 13,200 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $121,308 | 13,200 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $119,856 | 13,200 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $117,216 | 13,200 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $121,572 | 13,200 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $119,724 | 13,200 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $125,928 | 13,200 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $131,604 | 13,200 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $114,708 | 13,200 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $118,536 | 13,200 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $145,728 | 13,200 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $123,420 | 13,200 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $117,876 | 13,200 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $124,344 | 13,200 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $117,084 | 13,200 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $97,812 | 13,200 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $78,540 | 13,200 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $80,916 | 13,200 | Shares | Sole | 2020-08-03 |