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Disclosery

Live Oak Investment Partners: BMY position timeline

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

Live Oak Investment Partners held 7,945 BMY 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 7,945 shares
    Change vs previous 13F -1,504 shares

    0.25% of the 13F portfolio, value $457,791.

    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 9,449 shares
    Change vs previous 13F -10,498 shares

    0.34% of the 13F portfolio, value $573,082.

    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 19,947 shares
    Change vs previous 13F -2,121 shares

    0.66% of the 13F portfolio, value $1,075,941.

    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 22,068 shares
    Change vs previous 13F +2,437 shares

    0.66% of the 13F portfolio, value $995,267.

    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 19,631 shares
    Change vs previous 13F -417 shares

    0.7% of the 13F portfolio, value $908,719.

    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 20,048 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,222,728.

    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).