Position in SAP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,570,072
New position
Shares Held
10,188
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#262
of 812 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Live Oak Private Wealth LLC holds $2,834,941 across 2 Software - Application names. SAP ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
10,188 | $1,570,072 | |
| 2 | ADP |
Automatic Data Processing Inc
|
5,648 | $1,264,869 |
All Filings in SAP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,570,072 | 10,188 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||