Live Oak Investment Partners: FTLS position timeline

Live Oak Investment Partners held 94,513 FTLS 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 94,513 shares

   Change vs previous 13F +2,953 shares

   3.75% of the 13F portfolio, value $6,975,027.

   13F-HR 0001822262-26-000004 filed by Live Oak Investment Partners
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 91,560 shares

   Change vs previous 13F +4,185 shares

   3.8% of the 13F portfolio, value $6,442,162.

   13F-HR 0001822262-26-000003 filed by Live Oak Investment Partners
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 87,375 shares

   Change vs previous 13F +2,206 shares

   3.81% of the 13F portfolio, value $6,202,739.

   13F-HR 0001822262-26-000002 filed by Live Oak Investment Partners
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 85,169 shares

   Change vs previous 13F +9,549 shares

   3.95% of the 13F portfolio, value $5,957,587.

   13F-HR/A 0001822262-25-000008 filed by Live Oak Investment Partners
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 75,620 shares

   Change vs previous 13F +109 shares

   3.85% of the 13F portfolio, value $5,012,074.

   13F-HR 0001822262-25-000003 filed by Live Oak Investment Partners
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 75,511 shares

   Change vs previous 13F not available

   3.82% of the 13F portfolio, value $4,838,747.

   13F-HR 0001822262-25-000002 filed by Live Oak Investment Partners
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).