Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in FINS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $286,260 | 21,670 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $284,093 | 21,670 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $281,276 | 21,670 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $143,292 | 10,630 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $135,001 | 10,630 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $140,528 | 10,630 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $131,493 | 10,630 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $132,768 | 10,630 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $126,603 | 10,630 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $127,985 | 10,630 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $125,540 | 10,630 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $131,067 | 10,630 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $136,170 | 10,630 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $142,442 | 10,630 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $154,985 | 10,630 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $167,847 | 10,630 | Shares | Sole | 2022-04-21 |