Position in LH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$265,720
+$12,518 QoQ
Shares Held
949
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#734
of 1,044 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LH Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Live Oak Private Wealth LLC holds $25,900,596 across 5 Diagnostics & Research names. LH ranks #5 (1.0% of the industry book) .
All Filings in LH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,720 | 949 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $253,202 | 949 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $238,085 | 949 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $272,419 | 949 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $249,121 | 949 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $220,870 | 949 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $217,624 | 949 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $223,480 | 1,000 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||