Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in IDE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,035,278 | 84,169 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,020,969 | 84,169 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $983,935 | 84,169 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $890,508 | 84,169 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $752,815 | 74,169 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $842,559 | 74,169 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $758,748 | 74,169 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $780,257 | 74,169 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $755,040 | 74,169 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $699,413 | 74,169 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $732,048 | 74,169 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $715,730 | 74,169 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $680,129 | 74,169 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $582,723 | 65,919 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $644,028 | 65,919 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $766,637 | 65,919 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $796,301 | 65,919 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $827,942 | 65,919 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $844,422 | 65,919 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $816,077 | 65,919 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $678,965 | 65,919 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $626,889 | 65,919 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $594,589 | 65,919 | Shares | Sole | 2020-08-03 |