Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,427,563 | 102,602 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $2,544,529 | 102,602 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $2,399,860 | 102,602 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $2,455,265 | 102,602 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $2,259,296 | 102,602 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $2,382,418 | 102,602 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $2,073,586 | 102,602 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $2,017,155 | 102,602 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $1,946,359 | 102,602 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $1,822,211 | 102,602 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $2,093,080 | 102,602 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $2,187,474 | 102,602 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,345,481 | 102,602 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $2,150,537 | 102,602 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $2,354,715 | 102,602 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $2,622,507 | 102,602 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $2,683,042 | 102,602 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $2,347,533 | 102,602 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $2,554,789 | 102,602 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $2,410,120 | 102,602 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $2,158,746 | 102,602 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $1,958,672 | 102,602 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $1,976,114 | 102,602 | Shares | Sole | 2020-08-03 |