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Disclosery

Live Oak Investment Partners: VHT position timeline

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

Live Oak Investment Partners held 6,146 VHT 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 6,146 shares
    Change vs previous 13F +1,618 shares

    0.99% of the 13F portfolio, value $1,837,634.

    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 4,528 shares
    Change vs previous 13F -443 shares

    0.73% of the 13F portfolio, value $1,233,004.

    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 4,971 shares
    Change vs previous 13F -303 shares

    0.88% of the 13F portfolio, value $1,430,759.

    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 5,274 shares
    Change vs previous 13F +895 shares

    0.91% of the 13F portfolio, value $1,369,212.

    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 4,379 shares
    Change vs previous 13F +265 shares

    0.84% of the 13F portfolio, value $1,087,524.

    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 4,114 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,089,112.

    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).