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Disclosery

Live Oak Investment Partners: DBMF position timeline

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

Live Oak Investment Partners held 148,674 DBMF 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 148,674 shares
    Change vs previous 13F +4,638 shares

    2.45% of the 13F portfolio, value $4,550,908.

    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 144,036 shares
    Change vs previous 13F +6,014 shares

    2.56% of the 13F portfolio, value $4,342,686.

    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 138,022 shares
    Change vs previous 13F +6,333 shares

    2.38% of the 13F portfolio, value $3,872,906.

    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 131,689 shares
    Change vs previous 13F +15,911 shares

    2.38% of the 13F portfolio, value $3,596,425.

    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 115,778 shares
    Change vs previous 13F +12 shares

    2.29% of the 13F portfolio, value $2,978,969.

    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 115,766 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $2,924,249.

    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).