Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $531,788 | 65,572 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $537,690 | 65,572 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $412,709 | 51,460 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $409,621 | 51,460 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $404,475 | 51,460 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $415,282 | 51,460 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $384,406 | 51,460 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $369,997 | 51,460 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $347,869 | 51,460 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $325,741 | 51,460 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $333,460 | 51,460 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $283,834 | 43,136 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $314,030 | 43,136 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $299,795 | 43,136 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $329,990 | 43,136 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $370,106 | 43,136 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $421,007 | 43,136 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $427,046 | 43,136 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $430,497 | 43,136 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $409,360 | 43,136 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $409,792 | 43,136 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $366,224 | 43,136 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $355,009 | 43,136 | Shares | Sole | 2020-08-03 |