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Disclosery

Live Oak Investment Partners: BNY position timeline

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

Live Oak Investment Partners held 17,157 BNY 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 17,157 shares
    Change vs previous 13F +434 shares

    1.34% of the 13F portfolio, value $2,481,022.

    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 16,723 shares
    Change vs previous 13F -1,728 shares

    1.17% of the 13F portfolio, value $1,983,889.

    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 18,451 shares
    Change vs previous 13F -4,535 shares

    1.32% of the 13F portfolio, value $2,141,976.

    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 22,986 shares
    Change vs previous 13F -534 shares

    1.66% of the 13F portfolio, value $2,504,514.

    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 23,520 shares
    Change vs previous 13F -511 shares

    1.65% of the 13F portfolio, value $2,142,929.

    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 24,031 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,015,463.

    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).