Live Oak Private Wealth LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Wilmington, NC
CIK
0001799877
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 164 483,706 13F-HR 5/8/2023 000139834423009124 Live Oak Private Wealth LLC
Q4 2022 170 483,427 13F-HR 2/10/2023 000139834423002630 Live Oak Private Wealth LLC
Q3 2022 172 445,633 13F-HR 10/25/2022 000139834422020664 Live Oak Private Wealth LLC
Q2 2022 172 475,065 13F-HR 7/27/2022 000139834422014189 Live Oak Private Wealth LLC
Q1 2022 169 516,765 13F-HR 4/21/2022 000139834422007590 Live Oak Private Wealth LLC
Q4 2021 175 534,515 13F-HR 2/7/2022 000139834422002295 Live Oak Private Wealth LLC
Q3 2021 173 492,540 13F-HR 10/29/2021 000139834421020647 Live Oak Private Wealth LLC
Q2 2021 162 453,016 13F-HR 8/2/2021 000139834421015285 Live Oak Private Wealth LLC
Q1 2021 155 407,464 13F-HR 5/11/2021 000139834421010213 Live Oak Private Wealth LLC
Q4 2020 145 356,754 13F-HR 1/26/2021 000139834421001342 Live Oak Private Wealth LLC
Q3 2020 133 290,945 13F-HR 11/9/2020 000139834420021753 Live Oak Private Wealth LLC
Q2 2020 133 275,482 13F-HR 8/3/2020 000139834420014798 Live Oak Private Wealth LLC
Q1 2020 75 97,511 13F-HR 5/11/2020 000139834420009780 Live Oak Private Wealth LLC
Q4 2019 78 102,837 13F-HR 2/13/2020 000139834420003221 Live Oak Private Wealth LLC