Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001398344-25-019258
Filing Date
2025-10-17
Accepted
2025-10-17 14:07:13
Documents
2
Period of Report
2025-09-30
Effectiveness Date
2025-10-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2141
2 fp0095776-1_13fhr-table.html INFORMATION TABLE  
2 fp0095776-1_13fhr-table.xml INFORMATION TABLE 89859
  Complete submission text file 0001398344-25-019258.txt   93193
Mailing Address 1741 TIBURON DRIVE WILMINGTON NC 28403
Business Address 1741 TIBURON DRIVE WILMINGTON NC 28403 844.469.5679
Live Oak Private Wealth LLC (Filer) CIK: 0001799877 (see all company filings)

EIN.: 830889406 | State of Incorp.: NC | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19936 | Film No.: 251400075