Live Oak Bancshares shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Live Oak Bancshares
Tip: Access up to 7 years of quarterly data
All positions including Live Oak Bancshares held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Live Oak Bancshares by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $602k | 17k | 36.37 |
| 2025-09-30 | $504k | 14k | 35.27 |
| 2025-06-30 | $724k | 22k | 32.27 |
| 2025-03-31 | $1.0M | 39k | 26.66 |
| 2024-12-31 | $765k | 19k | 39.55 |
| 2024-06-30 | $981k | 28k | 35.06 |
| 2024-03-31 | $1.5M | 35k | 41.51 |
| 2023-12-31 | $1.8M | 40k | 45.50 |
| 2023-09-30 | $3.3M | 113k | 28.95 |
More positions owned by Wealth Enhancement Advisory Services
View all positions for Wealth Enhancement Advisory Services