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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
25,621
Value
$8.79M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of V by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,621$8.79M1.1%−2,893−10.1%ReducedHolders
Q1 202628,514$8.62M1.2%+746+2.7%AddedHolders
Q4 202527,768$9.74M1.3%+352+1.3%AddedHolders
Q3 202527,416$9.36M1.3%+32+0.1%AddedHolders
Q2 202527,384$9.72M1.5%+444+1.6%AddedHolders
Q1 202526,940$9.44M1.5%+259+1.0%AddedHolders
Q4 202426,681$8.43M1.4%−311−1.2%ReducedHolders
Q3 202426,992$7.42M1.2%+1,237+4.8%AddedHolders
Q2 202425,755$6.76M1.2%+785+3.1%AddedHolders
Q1 202424,970$6.97M1.2%+695+2.9%AddedHolders
Q4 202324,275$6.32M1.2%+503+2.1%AddedHolders
Q3 202323,772$5.47M1.2%+483+2.1%AddedHolders
Q2 202323,289$5.53M1.1%+17+0.1%AddedHolders
Q1 202323,272$5.25M1.1%+384+1.7%AddedHolders
Q4 202222,888$4.76M1.0%+321+1.4%AddedHolders
Q3 202222,567$4.01M0.9%+1,280+6.0%AddedHolders
Q2 202221,287$4.19M0.9%+2,050+10.7%AddedHolders
Q1 202219,237$4.27M0.8%+744+4.0%AddedHolders
Q4 202118,493$4.01M0.8%+1,004+5.7%AddedHolders
Q3 202117,489$3.90M0.8%+686+4.1%AddedHolders
Q2 202116,803$3.93M0.9%+671+4.2%AddedHolders
Q1 202116,132$3.42M0.8%––Holders

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