Live Oak Private Wealth LLC
All 13F Filings
Location
Wilmington, NC
CIK
0001799877
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000139834426006713
Q1 2026
207
717,307,445
13F-HR
4/20/2026
Live Oak Private Wealth LLC