Live Oak Private Wealth LLC

SEC CIK: 0001799877
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

CMCSA holding history

Comcast Corp 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of CMCSA by Live Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−55,438−100.0%	Sold out	Holders
Q3 2025	55,438	$1.74M	0.2%	−6,782−10.9%	Reduced	Holders
Q2 2025	62,220	$2.22M	0.3%	−1,627−2.5%	Reduced	Holders
Q1 2025	63,847	$2.36M	0.4%	+20,416+47.0%	Added	Holders
Q4 2024	43,431	$1.63M	0.3%	−99,834−69.7%	Reduced	Holders
Q3 2024	143,265	$5.98M	1.0%	−3,116−2.1%	Reduced	Holders
Q2 2024	146,381	$5.73M	1.0%	+942+0.6%	Added	Holders
Q1 2024	145,439	$6.30M	1.1%	+1,199+0.8%	Added	Holders
Q4 2023	144,240	$6.32M	1.2%	−562−0.4%	Reduced	Holders
Q3 2023	144,802	$6.42M	1.4%	−26,032−15.2%	Reduced	Holders
Q2 2023	170,834	$7.10M	1.4%	+173+0.1%	Added	Holders
Q1 2023	170,661	$6.47M	1.3%	+4,897+3.0%	Added	Holders
Q4 2022	165,764	$5.80M	1.2%	−2,757−1.6%	Reduced	Holders
Q3 2022	168,521	$4.94M	1.1%	+10,766+6.8%	Added	Holders
Q2 2022	157,755	$6.19M	1.3%	+11,950+8.2%	Added	Holders
Q1 2022	145,805	$6.83M	1.3%	+14,369+10.9%	Added	Holders
Q4 2021	131,436	$6.62M	1.2%	+5,158+4.1%	Added	Holders
Q3 2021	126,278	$7.06M	1.4%	+4,641+3.8%	Added	Holders
Q2 2021	121,637	$6.94M	1.5%	+5,050+4.3%	Added	Holders
Q1 2021	116,587	$6.31M	1.5%	–	–	Holders

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