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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

WTW holding history

Willis Towers Watson 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.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q2 2026)
6,617
Value
$1.73M
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of WTW by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,617$1.73M0.2%−1,016−13.3%ReducedHolders
Q1 20267,633$2.22M0.3%+481+6.7%AddedHolders
Q4 20257,152$2.35M0.3%+569+8.6%AddedHolders
Q3 20256,583$2.27M0.3%+137+2.1%AddedHolders
Q2 20256,446$1.98M0.3%+86+1.4%AddedHolders
Q1 20256,360$2.15M0.3%−57−0.9%ReducedHolders
Q4 20246,417$2.01M0.3%−121−1.9%ReducedHolders
Q3 20246,538$1.93M0.3%+19+0.3%AddedHolders
Q2 20246,519$1.71M0.3%+20+0.3%AddedHolders
Q1 20246,499$1.79M0.3%+43+0.7%AddedHolders
Q4 20236,456$1.56M0.3%−29−0.4%ReducedHolders
Q3 20236,485$1.36M0.3%+148+2.3%AddedHolders
Q2 20236,337$1.49M0.3%+238+3.9%AddedHolders
Q1 20236,099$1.42M0.3%+133+2.2%AddedHolders
Q4 20225,966$1.46M0.3%+375+6.7%AddedHolders
Q3 20225,591$1.12M0.3%+807+16.9%AddedHolders
Q2 20224,784$944.0K0.2%+4,784NewHolders