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Live Oak Private Wealth LLC → FCBM

Live Oak Private Wealth LLC FCBM Position History

First Carolina Financial Services, Inc. • Financial Services

Quarters held
1
Latest value
$331K
Q3 2026
Peak value
$331K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$331K26.2K——

Other funds holding FCBM

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BRK-A

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$30.9M
BRK-A

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$28.8M
DIOD

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GOOGN

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AAPL

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SCHW-PJ

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$21.6M
Live Oak Private Wealth LLC FCBM Holdings: 13F Position History | Track13F