Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in HPS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $556,658 | 38,630 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $596,447 | 38,630 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $550,863 | 38,630 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $579,450 | 38,630 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $580,608 | 38,630 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $665,981 | 38,630 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $610,740 | 38,630 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $596,060 | 38,630 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $546,228 | 38,630 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $514,937 | 38,630 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $541,206 | 38,630 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $565,156 | 38,630 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $557,430 | 38,630 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $579,063 | 38,630 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $609,195 | 38,630 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $693,794 | 38,630 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $724,312 | 38,630 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $723,539 | 38,630 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $742,082 | 38,630 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $703,066 | 38,630 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $667,912 | 38,630 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $617,307 | 38,630 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $606,104 | 38,630 | Shares | Sole | 2020-08-03 |