Live Oak Private Wealth LLC

SEC CIK: 0001799877
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

AAPL holding history

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

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 72,557
Value: $21.0M
% of portfolio: 2.6%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Live Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	72,557	$21.0M	2.6%	−4,270−5.6%	Reduced	Holders
Q1 2026	76,827	$19.5M	2.7%	+115+0.1%	Added	Holders
Q4 2025	76,712	$20.9M	2.8%	−1,606−2.1%	Reduced	Holders
Q3 2025	78,318	$19.9M	2.8%	+1,422+1.8%	Added	Holders
Q2 2025	76,896	$15.8M	2.4%	+61+0.1%	Added	Holders
Q1 2025	76,835	$17.1M	2.8%	−745−1.0%	Reduced	Holders
Q4 2024	77,580	$19.4M	3.3%	−2,864−3.6%	Reduced	Holders
Q3 2024	80,444	$18.7M	3.0%	−796−1.0%	Reduced	Holders
Q2 2024	81,240	$17.1M	2.9%	−290−0.4%	Reduced	Holders
Q1 2024	81,530	$14.0M	2.4%	−133−0.2%	Reduced	Holders
Q4 2023	81,663	$15.7M	3.0%	−1,576−1.9%	Reduced	Holders
Q3 2023	83,239	$14.3M	3.0%	−6,364−7.1%	Reduced	Holders
Q2 2023	89,603	$17.4M	3.5%	−503−0.6%	Reduced	Holders
Q1 2023	90,106	$14.9M	3.1%	+101+0.1%	Added	Holders
Q4 2022	90,005	$11.7M	2.4%	−303−0.3%	Reduced	Holders
Q3 2022	90,308	$12.5M	2.8%	+643+0.7%	Added	Holders
Q2 2022	89,665	$12.3M	2.6%	+4,922+5.8%	Added	Holders
Q1 2022	84,743	$14.8M	2.9%	+4,031+5.0%	Added	Holders
Q4 2021	80,712	$14.3M	2.7%	−1,969−2.4%	Reduced	Holders
Q3 2021	82,681	$11.7M	2.4%	+2,780+3.5%	Added	Holders
Q2 2021	79,901	$10.9M	2.4%	+6,723+9.2%	Added	Holders
Q1 2021	73,178	$8.94M	2.2%	–	–	Holders

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