Live Oak Private Wealth LLC

SEC CIK: 0001799877
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

LOW holding history

Lowes Companies 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.

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

Shares (Q2 2026): 66,230
Value: $14.6M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of LOW by Live Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,230	$14.6M	1.8%	+835+1.3%	Added	Holders
Q1 2026	65,395	$15.5M	2.2%	+678+1.0%	Added	Holders
Q4 2025	64,717	$15.6M	2.1%	+2,277+3.6%	Added	Holders
Q3 2025	62,440	$15.7M	2.2%	+851+1.4%	Added	Holders
Q2 2025	61,589	$13.7M	2.0%	+383+0.6%	Added	Holders
Q1 2025	61,206	$14.3M	2.3%	+348+0.6%	Added	Holders
Q4 2024	60,858	$15.0M	2.5%	−1,233−2.0%	Reduced	Holders
Q3 2024	62,091	$16.8M	2.7%	+9,634+18.4%	Added	Holders
Q2 2024	52,457	$11.6M	2.0%	+411+0.8%	Added	Holders
Q1 2024	52,046	$13.3M	2.3%	+9,094+21.2%	Added	Holders
Q4 2023	42,952	$9.56M	1.8%	+3,415+8.6%	Added	Holders
Q3 2023	39,537	$8.22M	1.7%	+466+1.2%	Added	Holders
Q2 2023	39,071	$8.82M	1.8%	+2,205+6.0%	Added	Holders
Q1 2023	36,866	$7.37M	1.5%	+915+2.5%	Added	Holders
Q4 2022	35,951	$7.16M	1.5%	+321+0.9%	Added	Holders
Q3 2022	35,630	$6.69M	1.5%	+837+2.4%	Added	Holders
Q2 2022	34,793	$6.08M	1.3%	+5,743+19.8%	Added	Holders
Q1 2022	29,050	$5.87M	1.1%	+1,575+5.7%	Added	Holders
Q4 2021	27,475	$7.10M	1.3%	−203−0.7%	Reduced	Holders
Q3 2021	27,678	$5.62M	1.1%	+1,095+4.1%	Added	Holders
Q2 2021	26,583	$5.16M	1.1%	+661+2.5%	Added	Holders
Q1 2021	25,922	$4.93M	1.2%	–	–	Holders

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