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Disclosery

Live Oak Investment Partners: XLY position timeline

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

Live Oak Investment Partners held 14,867 XLY 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 14,867 shares
    Change vs previous 13F +3,244 shares

    0.94% of the 13F portfolio, value $1,743,564.

    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 11,623 shares
    Change vs previous 13F +1,285 shares

    0.75% of the 13F portfolio, value $1,266,621.

    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 10,338 shares
    Change vs previous 13F +5,233 shares

    0.76% of the 13F portfolio, value $1,234,505.

    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 5,105 shares
    Change vs previous 13F +541 shares

    0.81% of the 13F portfolio, value $1,223,391.

    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 4,564 shares
    Change vs previous 13F +275 shares

    0.76% of the 13F portfolio, value $991,908.

    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 4,289 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $846,912.

    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).