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Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

SUNB holding history

Sunbelt Rentals Holdings, 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.

SUNB overviewAll 13F holders of SUNBFull Q2 2026 holdings

Shares (Q2 2026)
54,650
Value
$4.09M
% of portfolio
0.5%
Quarters held
2
Since Q1 2026
Holdings of SUNB by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,650$4.09M0.5%−2,936−5.1%ReducedHolders
Q1 202657,586$3.75M0.5%+57,586NewHolders