Live Oak Private Wealth LLC
Holdings in THW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $173,041 | 13,540 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $170,604 | 13,540 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $138,920 | 13,540 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $156,116 | 13,540 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $149,075 | 13,540 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $179,675 | 13,540 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $177,780 | 13,540 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $179,134 | 13,540 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $158,011 | 13,540 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $158,688 | 13,540 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $189,830 | 13,540 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $186,039 | 13,540 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $198,361 | 13,540 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $174,124 | 13,540 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $194,976 | 13,540 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $206,214 | 13,540 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $220,566 | 13,540 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $222,733 | 13,540 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $222,597 | 13,540 | Shares | Sole | 2021-08-02 |