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Disclosery

Live Oak Investment Partners: HDV position timeline

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

Live Oak Investment Partners held 7,370 HDV 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 7,370 shares
    Change vs previous 13F +5,896 shares

    0.11% of the 13F portfolio, value $202,012.

    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 1,474 shares
    Change vs previous 13F +1,474 shares

    0.12% of the 13F portfolio, value $200,051.

    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 0 shares
    Change vs previous 13F -6,354 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F/A 6,354 shares
    Change vs previous 13F +2,999 shares

    0.52% of the 13F portfolio, value $778,047.

    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 3,355 shares
    Change vs previous 13F +200 shares

    0.3% of the 13F portfolio, value $393,105.

    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 3,155 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $382,134.

    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).