Live Oak Private Wealth LLC

Q3 2026 13F Holdings

Location
Wilmington, NC
Holdings as of
9/30/2026
Value
$827M
Num holdings
212
Date filed
11/2/2026
Form type
13F-HR
Prev filing
7/20/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type