Live Oak Investment Partners: UCON position timeline

Live Oak Investment Partners held 355,723 UCON 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 355,723 shares

   Change vs previous 13F +7,691 shares

   4.76% of the 13F portfolio, value $8,850,399.

   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 348,032 shares

   Change vs previous 13F +16,192 shares

   5.09% of the 13F portfolio, value $8,620,749.

   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 331,840 shares

   Change vs previous 13F -26,139 shares

   5.13% of the 13F portfolio, value $8,352,401.

   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 357,979 shares

   Change vs previous 13F +61,380 shares

   5.97% of the 13F portfolio, value $9,016,944.

   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 296,599 shares

   Change vs previous 13F not available

   5.67% of the 13F portfolio, value $7,382,342.

   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).