Live Oak Bancshares shares owned by Creative Planning
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Live Oak Bancshares
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Quarterly reported holdings in Live Oak Bancshares by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 30k | 35.22 |
| 2025-06-30 | $645k | 22k | 29.80 |
| 2025-03-31 | $701k | 26k | 26.66 |
| 2024-12-31 | $350k | 8.8k | 39.55 |
| 2024-09-30 | $483k | 10k | 47.37 |
| 2024-06-30 | $262k | 7.5k | 35.06 |
| 2024-03-31 | $293k | 7.1k | 41.51 |
| 2023-12-31 | $280k | 6.2k | 45.50 |
| 2017-06-30 | $3.0k | 134 | 22.39 |
| 2017-03-31 | $3.0k | 134 | 22.39 |
| 2016-06-30 | $1.0k | 100 | 10.00 |
| 2016-03-31 | $2.0k | 100 | 20.00 |
| 2015-09-30 | $39k | 2.0k | 19.50 |