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Disclosery

Live Oak Investment Partners: ALL position timeline

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

Live Oak Investment Partners held 11,701 ALL 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 11,701 shares
    Change vs previous 13F +488 shares

    1.5% of the 13F portfolio, value $2,784,058.

    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 11,213 shares
    Change vs previous 13F +2,515 shares

    1.37% of the 13F portfolio, value $2,324,836.

    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 8,698 shares
    Change vs previous 13F -541 shares

    1.11% of the 13F portfolio, value $1,810,389.

    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 9,239 shares
    Change vs previous 13F +183 shares

    1.31% of the 13F portfolio, value $1,983,232.

    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 9,056 shares
    Change vs previous 13F -159 shares

    1.4% of the 13F portfolio, value $1,823,107.

    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 9,215 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,908,164.

    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).