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Disclosery

Live Oak Investment Partners: FDVV position timeline

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

Live Oak Investment Partners held 11,184 FDVV 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 11,184 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $674,283.

    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 11,184 shares
    Change vs previous 13F -4,810 shares

    0.36% of the 13F portfolio, value $617,804.

    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 15,994 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $906,700.

    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).