Live Oak Private Wealth LLC
CIK
0001799877
City
WILMINGTON
State / Country
NC
Holdings in NRO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $170,659 | 56,138 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $181,325 | 56,138 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $180,764 | 56,138 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $185,255 | 56,138 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $91,815 | 27,105 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $106,300 | 27,105 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $87,158 | 27,105 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $86,383 | 27,105 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $82,504 | 27,105 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $72,158 | 27,105 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $78,626 | 27,105 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $79,658 | 27,105 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $80,951 | 27,105 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $87,419 | 27,105 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $103,972 | 27,105 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $129,057 | 27,105 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $136,300 | 27,105 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $124,146 | 27,105 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $130,093 | 27,105 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $117,936 | 27,105 | Shares | Sole | 2021-05-11 |