Skip to content
Disclosery

Live Oak Investment Partners: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Live Oak Investment Partners on AAPL, newest first. How the timeline and the estimate are built.

Live Oak Investment Partners held 5,450 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,450 shares
    Change vs previous 13F -96 shares

    0.85% of the 13F portfolio, value $1,576,872.

    13F-HR 0001822262-26-000004 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,546 shares
    Change vs previous 13F -5,242 shares

    0.83% of the 13F portfolio, value $1,407,486.

    13F-HR 0001822262-26-000003 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,788 shares
    Change vs previous 13F -1,019 shares

    1.8% of the 13F portfolio, value $2,932,880.

    13F-HR 0001822262-26-000002 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 11,807 shares
    Change vs previous 13F -127 shares

    1.99% of the 13F portfolio, value $3,006,291.

    13F-HR/A 0001822262-25-000008 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,934 shares
    Change vs previous 13F -155 shares

    1.88% of the 13F portfolio, value $2,448,436.

    13F-HR 0001822262-25-000003 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,089 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,685,392.

    13F-HR 0001822262-25-000002 filed by Live Oak Investment Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).