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Live Oak Private Wealth LLC → SUNB

Live Oak Private Wealth LLC SUNB Position History

Sunbelt Rentals Holdings, Inc. • Services

Quarters held
3
Latest value
$3.8M
Q3 2026
Peak value
$4.1M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$3.7M
Q2 2026$4.1M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M52.0K——
Q2 2026$4.1M54.6K——
Q1 2026$3.7M57.6K——

Other funds holding SUNB

Other Live Oak Private Wealth LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$32.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$31.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$30.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$28.8M
DIOD

DIMENSIONAL ETF TRUST

$28.4M
GOOGN

ALPHABET INC

$25.1M
AAPL

APPLE INC

$23.5M
SCHW-PJ

SCHWAB CHARLES CORP

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