Live Oak Private Wealth LLC

Position in MOS — Mosaic Co

CIK 1799877 WILMINGTON, NC

Position in MOS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$287,145

-$5,200,735 QoQ

Shares Held

13,551

-93.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#414

of 656 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $601,895 across 2 Agricultural Inputs names. MOS ranks #2 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NTR	Nutrien Ltd.	5,000	$314,750
2	MOS	Mosaic Co This page	13,551	$287,145

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,145	13,551	-93.7%	Shares	Sole	2026-07-20
2026-03-31	$5,487,880	215,211	+12.8%	Shares	Sole	2026-04-20
2025-12-31	$4,596,612	190,810	-14.2%	Shares	Sole	2026-01-23
2025-09-30	$7,712,207	222,382	+2.2%	Shares	Sole	2025-10-17
2025-06-30	$7,940,601	217,670	+119.1%	Shares	Sole	2025-08-04
2025-03-31	$2,682,984	99,333	+25.7%	Shares	Sole	2025-04-22
2024-12-31	$1,942,459	79,026	-42.5%	Shares	Sole	2025-01-28
2024-09-30	$3,680,054	137,418	+1.9%	Shares	Sole	2024-10-22
2024-06-30	$3,896,095	134,813	+0.6%	Shares	Sole	2024-07-17
2024-03-31	$4,349,834	134,006	-54.1%	Shares	Sole	2024-04-23
2021-12-31	$11,466,825	291,851	-1.3%	Shares	Sole	2022-02-08
2021-09-30	$10,564,047	295,746	+3.1%	Shares	Sole	2021-10-29
2021-06-30	$9,156,319	286,942	+0.9%	Shares	Sole	2021-08-02
2021-03-31	$8,986,059	284,279	+2.5%	Shares	Sole	2021-05-11
2020-12-31	$6,384,239	277,455	+4.9%	Shares	Sole	2021-01-26
2020-09-30	$4,834,333	264,605	-1.0%	Shares	Sole	2020-11-09
2020-06-30	$3,343,672	267,280	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.