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Livermore
Livermore
ZHEN

Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

LOB holding history

Live Oak Bancshares, Inc. in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOB overviewAll 13F holders of LOBFull Q2 2026 holdings

Shares (Q2 2026)
7,941
Value
$324.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LOB by Commonwealth Equity Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,941$324.3K<0.1%+7,941NewHolders
Q4 20250$00.0%−90,602−100.0%Sold outHolders
Q3 202590,602$3.19M<0.1%+1,398+1.6%AddedHolders
Q2 202589,204$2.66M<0.1%+3,059+3.6%AddedHolders
Q1 202586,145$2.30M<0.1%+6,732+8.5%AddedHolders
Q4 202479,413$3.14M<0.1%+2,301+3.0%AddedHolders
Q3 202477,112$3.65M<0.1%−9,237−10.7%ReducedHolders
Q2 202486,349$3.03M<0.1%+81+0.1%AddedHolders
Q1 202486,268$3.58M<0.1%−4,854−5.3%ReducedHolders
Q4 202391,122$4.15M<0.1%−8,407−8.4%ReducedHolders
Q3 202399,529$2.88M<0.1%−3,163−3.1%ReducedHolders
Q2 2023102,692$2.70M<0.1%+4,212+4.3%AddedHolders
Q1 202398,480$2.40M<0.1%+1,103+1.1%AddedHolders
Q4 202297,377$2.94M<0.1%−209−0.2%ReducedHolders
Q3 202297,586$2.99M<0.1%+780+0.8%AddedHolders
Q2 202296,806$3.28M<0.1%+659+0.7%AddedHolders
Q1 202296,147$4.89M<0.1%+2,286+2.4%AddedHolders
Q4 202193,861$8.19M<0.1%−16,229−14.7%ReducedHolders
Q3 2021110,090$7.00M<0.1%+1,804+1.7%AddedHolders
Q2 2021108,286$6.39M<0.1%+51,666+91.3%AddedHolders
Q1 202156,620$3.88M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.