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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

GS holding history

Goldman Sachs Group 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.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
1,928
Value
$1.95M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GS by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,928$1.95M0.2%−4−0.2%ReducedHolders
Q1 20261,932$1.63M0.2%−180−8.5%ReducedHolders
Q4 20252,112$1.86M0.3%−29−1.4%ReducedHolders
Q3 20252,141$1.70M0.2%−50−2.3%ReducedHolders
Q2 20252,191$1.55M0.2%+10.0%AddedHolders
Q1 20252,190$1.20M0.2%−42−1.9%ReducedHolders
Q4 20242,232$1.28M0.2%−86−3.7%ReducedHolders
Q3 20242,318$1.15M0.2%−304−11.6%ReducedHolders
Q2 20242,622$1.19M0.2%−26−1.0%ReducedHolders
Q1 20242,648$1.11M0.2%−50−1.9%ReducedHolders
Q4 20232,698$1.04M0.2%+10.0%AddedHolders
Q3 20232,697$872.5K0.2%−33−1.2%ReducedHolders
Q2 20232,730$880.7K0.2%−129−4.5%ReducedHolders
Q1 20232,859$935.4K0.2%−505−15.0%ReducedHolders
Q4 20223,364$1.15M0.2%+10.0%AddedHolders
Q3 20223,363$985.0K0.2%+10.0%AddedHolders
Q2 20223,362$998.0K0.2%−557−14.2%ReducedHolders
Q1 20223,919$1.29M0.3%+1,126+40.3%AddedHolders
Q4 20212,793$1.07M0.2%00.0%UnchangedHolders
Q3 20212,793$1.06M0.2%−70−2.4%ReducedHolders
Q2 20212,863$1.09M0.2%+183+6.8%AddedHolders
Q1 20212,680$876.0K0.2%––Holders

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