Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in IQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $104,380 | 10,480 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $103,228 | 10,480 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $98,302 | 10,480 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $101,446 | 10,480 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $103,332 | 10,480 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $109,411 | 10,480 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $103,961 | 10,480 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $101,446 | 10,480 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $99,664 | 10,480 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $87,927 | 10,480 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $100,188 | 10,480 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $104,590 | 10,480 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $98,721 | 10,480 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $95,682 | 10,480 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $107,000 | 10,480 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $118,738 | 10,480 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $142,423 | 10,480 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $138,126 | 10,480 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $141,480 | 10,480 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $135,925 | 10,480 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $136,659 | 10,480 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $129,532 | 10,480 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $124,921 | 10,480 | Shares | Sole | 2020-08-03 |