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Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

ORCL holding history

Oracle 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.

ORCL overviewAll 13F holders of ORCLFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of ORCL by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−50,920−100.0%Sold outHolders
Q2 202550,920$11.1M1.7%−10,513−17.1%ReducedHolders
Q1 202561,433$8.59M1.4%+9,390+18.0%AddedHolders
Q4 202452,043$8.67M1.5%−1,023−1.9%ReducedHolders
Q3 202453,066$9.04M1.5%+6,915+15.0%AddedHolders
Q2 202446,151$6.52M1.1%+680+1.5%AddedHolders
Q1 202445,471$5.71M1.0%+1,087+2.4%AddedHolders
Q4 202344,384$4.68M0.9%+44,384NewHolders