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Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
36,831
Value
$7.97M
% of portfolio
1.0%
Quarters held
17
Since Q2 2022
Holdings of BA by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,831$7.97M1.0%+313+0.9%AddedHolders
Q1 202636,518$7.27M1.0%+1,158+3.3%AddedHolders
Q4 202535,360$7.68M1.0%+243+0.7%AddedHolders
Q3 202535,117$7.58M1.1%+677+2.0%AddedHolders
Q2 202534,440$7.22M1.1%+407+1.2%AddedHolders
Q1 202534,033$5.80M0.9%+238+0.7%AddedHolders
Q4 202433,795$5.98M1.0%−934−2.7%ReducedHolders
Q3 202434,729$5.28M0.9%+613+1.8%AddedHolders
Q2 202434,116$6.21M1.1%−371−1.1%ReducedHolders
Q1 202434,487$6.66M1.2%−11,221−24.5%ReducedHolders
Q4 202345,708$11.9M2.2%+179+0.4%AddedHolders
Q3 202345,529$8.73M1.9%+41+0.1%AddedHolders
Q2 202345,488$9.61M1.9%+79+0.2%AddedHolders
Q1 202345,409$9.65M2.0%−347−0.8%ReducedHolders
Q4 202245,756$8.72M1.8%+1,357+3.1%AddedHolders
Q3 202244,399$5.38M1.2%+529+1.2%AddedHolders
Q2 202243,870$6.00M1.3%+43,870NewHolders