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Disclosery

Live Oak Investment Partners: SMLF position timeline

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

Live Oak Investment Partners held 57,051 SMLF 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 57,051 shares
    Change vs previous 13F +1,851 shares

    2.74% of the 13F portfolio, value $5,085,533.

    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 55,200 shares
    Change vs previous 13F +1,064 shares

    2.46% of the 13F portfolio, value $4,167,052.

    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 54,136 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,053,706.

    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).