Live Oak Private Wealth LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $995,913 | 158,585 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,005,428 | 158,585 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $1,079,963 | 158,585 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,038,731 | 158,585 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $1,102,165 | 158,585 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $1,125,953 | 158,585 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $1,078,378 | 158,585 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $1,133,882 | 158,585 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $1,011,772 | 158,585 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $938,823 | 158,585 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $1,026,044 | 158,585 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $983,227 | 158,585 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $903,934 | 158,585 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $876,975 | 158,585 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $995,913 | 158,585 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $1,281,366 | 158,585 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,328,942 | 158,585 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,363,831 | 158,585 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,433,608 | 158,585 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $1,210,003 | 158,585 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $1,097,169 | 159,010 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $955,650 | 159,010 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $907,106 | 158,585 | Shares | Sole | 2020-08-03 |