Live Oak Private Wealth LLC

Entity
Company
Business address
1741 Tiburon Drive, 28403 Wilmington, NC
Phone
844.469.5679
State of incorporation
NC
Fiscal year end
December 31
Signature 13F
Terry Webb Sapp - Chief Compliance Officer
All SEC filings
View on sec.gov
Live Oak Private Wealth LLC has filed 25 SEC EDGAR filings since 2/13/2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 18, 2025 Jun 30, 2025 028-19936
13F-HR Open Document Open Filing Aug 4, 2025 Jun 30, 2025 028-19936
13F-HR Open Document Open Filing Apr 22, 2025 Mar 31, 2025 028-19936
13F-HR Open Document Open Filing Jan 28, 2025 Dec 31, 2024 028-19936
13F-HR Open Document Open Filing Oct 22, 2024 Sep 30, 2024 028-19936
N-PX Open Document Open Filing Aug 30, 2024 Jun 30, 2024 028-19936
13F-HR Open Document Open Filing Jul 17, 2024 Jun 30, 2024 028-19936
13F-HR Open Document Open Filing Apr 23, 2024 Mar 31, 2024 028-19936
13F-HR Open Document Open Filing Jan 29, 2024 Dec 31, 2023 028-19936
13F-HR Open Document Open Filing Oct 23, 2023 Sep 30, 2023 028-19936
13F-HR Open Document Open Filing Aug 7, 2023 Jun 30, 2023 028-19936
13F-HR Open Document Open Filing May 8, 2023 Mar 31, 2023 028-19936
13F-HR Open Document Open Filing Feb 10, 2023 Dec 31, 2022 028-19936
13F-HR Open Document Open Filing Oct 25, 2022 Sep 30, 2022 028-19936
13F-HR Open Document Open Filing Jul 27, 2022 Jun 30, 2022 028-19936
13F-HR Open Document Open Filing Apr 21, 2022 Mar 31, 2022 028-19936
13F-HR Open Document Open Filing Feb 8, 2022 Dec 31, 2021 028-19936
13F-HR Open Document Open Filing Oct 29, 2021 Sep 30, 2021 028-19936
13F-HR Open Document Open Filing Aug 2, 2021 Jun 30, 2021 028-19936
13F-HR Open Document Open Filing May 11, 2021 Mar 31, 2021 028-19936
13F-HR Open Document Open Filing Jan 26, 2021 Dec 31, 2020 028-19936
13F-HR Open Document Open Filing Nov 9, 2020 Sep 30, 2020 028-19936
13F-HR Open Document Open Filing Aug 3, 2020 Jun 30, 2020 028-19936
13F-HR Open Document Open Filing May 11, 2020 Mar 31, 2020 028-19936
13F-HR Open Document Open Filing Feb 13, 2020 Dec 31, 2019 028-19936