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Disclosery

Live Oak Investment Partners: XMHQ position timeline

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

Live Oak Investment Partners held 51,820 XMHQ 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 51,820 shares
    Change vs previous 13F +2,132 shares

    3.15% of the 13F portfolio, value $5,849,478.

    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 49,688 shares
    Change vs previous 13F +2,241 shares

    3.03% of the 13F portfolio, value $5,136,260.

    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 47,447 shares
    Change vs previous 13F +319 shares

    2.99% of the 13F portfolio, value $4,859,513.

    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 47,128 shares
    Change vs previous 13F +3,944 shares

    3.28% of the 13F portfolio, value $4,946,518.

    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 43,184 shares
    Change vs previous 13F -908 shares

    3.26% of the 13F portfolio, value $4,242,441.

    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 44,092 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $4,035,769.

    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).