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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
3,373
Value
$202.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,373$202.8K<0.1%−185−5.2%ReducedHolders
Q1 20263,558$202.7K<0.1%00.0%UnchangedHolders
Q4 20253,558$232.7K<0.1%−449−11.2%ReducedHolders
Q3 20254,007$237.5K<0.1%−100−2.4%ReducedHolders
Q2 20254,107$251.2K<0.1%−12−0.3%ReducedHolders
Q1 20254,119$245.3K<0.1%00.0%UnchangedHolders
Q4 20244,119$233.6K<0.1%−204−4.7%ReducedHolders
Q3 20244,323$280.8K<0.1%−108,145−96.2%ReducedHolders
Q2 2024112,468$6.18M1.1%−9,386−7.7%ReducedHolders
Q1 2024121,854$6.12M1.1%−1,066−0.9%ReducedHolders
Q4 2023122,920$5.96M1.1%−1,824−1.5%ReducedHolders
Q3 2023124,744$6.16M1.3%+220+0.2%AddedHolders
Q2 2023124,524$6.49M1.3%−338−0.3%ReducedHolders
Q1 2023124,862$6.48M1.3%+5,076+4.2%AddedHolders
Q4 2022119,786$6.03M1.2%+16,354+15.8%AddedHolders
Q3 2022103,432$4.53M1.0%+3,133+3.1%AddedHolders
Q2 2022100,299$4.60M1.0%+6,172+6.6%AddedHolders
Q1 202294,127$4.29M0.8%+10,164+12.1%AddedHolders
Q4 202183,963$4.52M0.8%+7,550+9.9%AddedHolders
Q3 202176,413$4.14M0.8%+16,099+26.7%AddedHolders
Q2 202160,314$3.53M0.8%+3,476+6.1%AddedHolders
Q1 202156,838$3.17M0.8%––Holders

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