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Disclosery

Live Oak Investment Partners: AEP position timeline

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

Live Oak Investment Partners held 8,125 AEP 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 8,125 shares
    Change vs previous 13F +166 shares

    0.6% of the 13F portfolio, value $1,111,582.

    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 7,959 shares
    Change vs previous 13F -11 shares

    0.62% of the 13F portfolio, value $1,043,241.

    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 7,970 shares
    Change vs previous 13F -646 shares

    0.56% of the 13F portfolio, value $918,977.

    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 8,616 shares
    Change vs previous 13F +573 shares

    0.64% of the 13F portfolio, value $969,345.

    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 8,043 shares
    Change vs previous 13F -281 shares

    0.64% of the 13F portfolio, value $834,560.

    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 8,324 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $909,557.

    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).