Live Oak Private Wealth LLC
Holdings in SPE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $218,190 | 14,853 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $230,221 | 14,853 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $230,072 | 14,853 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $223,092 | 14,853 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $217,299 | 14,853 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $206,605 | 14,853 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $194,277 | 14,853 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $187,741 | 14,853 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $176,156 | 14,853 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $162,343 | 14,853 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $166,650 | 14,853 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $162,491 | 14,853 | Shares | Sole | 2023-05-08 |