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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

LOB holding history

Live Oak Bancshares, Inc. in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOB overviewAll 13F holders of LOBFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of LOB by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−38−100.0%Sold outHolders
Q3 202538$1.34K<0.1%00.0%UnchangedHolders
Q2 202538$1.13K<0.1%+38NewHolders
Q2 20230$00.0%−123−100.0%Sold outHolders
Q1 2023123$2.99K<0.1%+1+0.8%AddedHolders
Q4 2022122$3.70K<0.1%00.0%UnchangedHolders
Q3 2022122$4.00K<0.1%00.0%UnchangedHolders
Q2 2022122$4.00K<0.1%00.0%UnchangedHolders
Q1 2022122$6.00K<0.1%+50+69.4%AddedHolders
Q4 202172$6.29K<0.1%–No prior filingHolders