Live Oak Private Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Live Oak Private Wealth going back to Feb. 13, 2020
- Live Oak Private Wealth 2024 Q1 - filed April 23, 2024 - new!
- Live Oak Private Wealth 2023 Q4 - filed Jan. 29, 2024
- Live Oak Private Wealth 2023 Q3 - filed Oct. 23, 2023
- Live Oak Private Wealth 2023 Q2 - filed Aug. 7, 2023
- Live Oak Private Wealth 2023 Q1 - filed May 8, 2023
- Live Oak Private Wealth 2022 Q4 - filed Feb. 10, 2023
- Live Oak Private Wealth 2022 Q3 - filed Oct. 25, 2022
- Live Oak Private Wealth 2022 Q2 - filed July 27, 2022
- Live Oak Private Wealth 2022 Q1 - filed April 21, 2022
- Live Oak Private Wealth 2021 Q4 - filed Feb. 8, 2022
- Live Oak Private Wealth 2021 Q3 - filed Oct. 29, 2021
- Live Oak Private Wealth 2021 Q2 - filed Aug. 2, 2021
- Live Oak Private Wealth 2021 Q1 - filed May 11, 2021
- Live Oak Private Wealth 2020 Q4 - filed Jan. 26, 2021
- Live Oak Private Wealth 2020 Q3 - filed Nov. 9, 2020
- Live Oak Private Wealth 2020 Q2 - filed Aug. 3, 2020
- Live Oak Private Wealth 2020 Q1 - filed May 11, 2020
- Live Oak Private Wealth 2019 Q4 - filed Feb. 13, 2020