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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

AOD holding history

abrdn Total Dynamic Dividend Fund 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.

AOD overviewAll 13F holders of AODFull Q2 2026 holdings

Shares (Q2 2026)
103,295
Value
$1.06M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AOD by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103,295$1.06M0.1%00.0%UnchangedHolders
Q1 2026103,295$951.3K0.1%00.0%UnchangedHolders
Q4 2025103,295$1.01M0.1%00.0%UnchangedHolders
Q3 2025103,295$977.2K0.1%00.0%UnchangedHolders
Q2 2025103,295$915.2K0.1%00.0%UnchangedHolders
Q1 2025103,295$866.6K0.1%00.0%UnchangedHolders
Q4 2024103,295$868.7K0.1%00.0%UnchangedHolders
Q3 2024103,295$940.0K0.2%00.0%UnchangedHolders
Q2 2024103,295$868.7K0.1%00.0%UnchangedHolders
Q1 2024103,295$856.3K0.1%00.0%UnchangedHolders
Q4 2023103,295$832.6K0.2%00.0%UnchangedHolders
Q3 2023103,295$780.9K0.2%00.0%UnchangedHolders
Q2 2023103,295$853.2K0.2%00.0%UnchangedHolders
Q1 2023103,295$834.6K0.2%00.0%UnchangedHolders
Q4 2022103,295$805.7K0.2%00.0%UnchangedHolders
Q3 2022103,295$738.0K0.2%00.0%UnchangedHolders
Q2 2022103,295$835.0K0.2%00.0%UnchangedHolders
Q1 2022103,295$993.0K0.2%00.0%UnchangedHolders
Q4 2021103,295$1.06M0.2%00.0%UnchangedHolders
Q3 2021103,295$1.01M0.2%00.0%UnchangedHolders
Q2 2021103,295$1.05M0.2%00.0%UnchangedHolders
Q1 2021103,295$984.0K0.2%––Holders

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