Live Oak Private Wealth LLC
Holdings in HQL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $221,881 | 13,223 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $205,088 | 13,223 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $169,386 | 13,223 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $167,799 | 13,223 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $173,485 | 13,223 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $199,402 | 13,223 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $204,317 | 14,419 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $195,972 | 14,378 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $192,760 | 14,321 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $178,582 | 14,321 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $193,527 | 14,293 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $198,767 | 14,269 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $202,407 | 14,244 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $180,626 | 13,223 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $188,163 | 13,223 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $218,708 | 13,223 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $254,278 | 13,223 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $275,038 | 13,223 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $283,501 | 13,223 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $260,625 | 13,223 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $261,154 | 13,223 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $232,460 | 13,223 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $237,485 | 13,223 | Shares | Sole | 2020-08-03 |