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Disclosery

Live Oak Investment Partners: ESGU position timeline

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

Live Oak Investment Partners held 6,455 ESGU 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 6,455 shares
    Change vs previous 13F +147 shares

    0.57% of the 13F portfolio, value $1,056,490.

    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 6,308 shares
    Change vs previous 13F -540 shares

    0.53% of the 13F portfolio, value $892,077.

    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 6,848 shares
    Change vs previous 13F +1,170 shares

    0.63% of the 13F portfolio, value $1,020,215.

    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 5,678 shares
    Change vs previous 13F +1,338 shares

    0.55% of the 13F portfolio, value $826,717.

    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 4,340 shares
    Change vs previous 13F -1,699 shares

    0.45% of the 13F portfolio, value $587,202.

    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 6,039 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $736,214.

    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).