Live Oak Private Wealth LLC
- SEC CIK
- 0001799877
- Latest filing
- Jul 20, 2026
SLB holding history
SLB Limited 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.
SLB overviewAll 13F holders of SLBFull Q2 2026 holdings
- Shares (Q2 2026)
- 187,978
- Value
- $8.74M
- % of portfolio
- 1.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 187,978 | $8.74M | 1.1% | −9,445−4.8% | Reduced | Holders |
| Q1 2026 | 197,423 | $10.1M | 1.4% | −2,486−1.2% | Reduced | Holders |
| Q4 2025 | 199,909 | $7.67M | 1.0% | −25,132−11.2% | Reduced | Holders |
| Q3 2025 | 225,041 | $7.73M | 1.1% | +40,540+22.0% | Added | Holders |
| Q2 2025 | 184,501 | $6.24M | 0.9% | +8,494+4.8% | Added | Holders |
| Q1 2025 | 176,007 | $7.36M | 1.2% | +48,607+38.2% | Added | Holders |
| Q4 2024 | 127,400 | $4.88M | 0.8% | −39,041−23.5% | Reduced | Holders |
| Q3 2024 | 166,441 | $6.98M | 1.1% | +166,441 | New | Holders |