Notify me when Live Oak Investment Partners files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 84 | $162,744,357 | +$34,270,742 | -$21,588,588 | +$12,682,154 | VEA, PULS, EVTR, UCON, SRLN | 13F-HR | 29 Jan 2026, 11:18 |
| Q3 2025 | 82 | $150,957,392 | +$17,347,131 | -$3,087,038 | +$14,260,093 | PULS, VEA, UCON, SRLN, FTLS | Restatement | 29 Oct 2025, 15:40 |
| Q2 2025 | 80 | $130,183,154 | +$25,497,805 | -$28,864,382 | -$3,366,577 | PULS, VEA, UCON, SRLN, FTLS | 13F-HR | 24 Jul 2025, 11:10 |
| Q1 2025 | 86 | $126,763,993 | +$126,763,993 | -$131,160,089 | -$4,396,096 | VNLA, VEA, PGX, SRLN, FTLS | 13F-HR | 23 Apr 2025, 16:22 |
| Q4 2024 | 275 | $131,160,089 | +$20,225,367 | -$15,802,235 | +$4,423,132 | VNLA, VEA, PGX, SRLN, FTLS | 13F-HR | 06 Feb 2025, 12:51 |
| Q3 2024 | 276 | $128,716,859 | +$6,757,275 | -$4,727,759 | +$2,029,516 | VNLA, VEA, PGX, SRLN, FTLS | 13F-HR | 05 Nov 2024, 16:26 |
| Q2 2024 | 281 | $120,800,129 | +$16,928,139 | -$11,945,287 | +$4,982,852 | VNLA, VEA, PGX, SRLN, FTLS | 13F-HR | 16 Jul 2024, 11:02 |
| Q4 2023 | 290 | $109,612,519 | +$18,285,181 | -$33,586,706 | -$15,301,525 | VNLA, VEA, PGX, SRLN, FTLS | 13F-HR | 14 Feb 2024, 14:41 |
| Q3 2023 | 289 | $116,052,680 | +$9,905,660 | -$7,719,818 | +$2,185,842 | SCHP, VEA, FBND, ANGL, SRLN | 13F-HR | 31 Oct 2023, 16:44 |
| Q2 2023 | 301 | $119,752,792 | +$4,243,145 | -$2,180,642 | +$2,062,503 | SCHP, VEA, ANGL, SRLN, GTO | 13F-HR | 13 Jul 2023, 15:34 |
| Q1 2023 | 281 | $113,877,809 | +$8,238,745 | -$7,569,724 | +$669,021 | SCHP, VEA, ANGL, SRLN, GTO | 13F-HR | 03 May 2023, 17:27 |
| Q4 2022 | 290 | $108,921,504 | $0 | $0 | $0 | SCHP, VEA, DIAL, ANGL, SRLN | 13F-HR | 15 Feb 2023, 20:55 |