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Disclosery

Live Oak Investment Partners: ORI position timeline

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

Live Oak Investment Partners held 11,190 ORI 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 11,190 shares
    Change vs previous 13F -225 shares

    0.25% of the 13F portfolio, value $457,895.

    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 11,415 shares
    Change vs previous 13F -14,612 shares

    0.27% of the 13F portfolio, value $455,458.

    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 26,027 shares
    Change vs previous 13F -3,945 shares

    0.73% of the 13F portfolio, value $1,187,872.

    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 29,972 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,272,911.

    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).