Live Oak Investment Partners

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$129M
Signature - Title
Michael Hostick - CCO, Founder
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Live Oak Investment Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Live Oak Investment Partners reported 276 stock holdings with total value $129M as of Q3 2024. Top holdings included VNLA, VEA, PGX, SRLN, and FTLS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 276 $129M +$6.76M -$4.73M +$2.03M VNLA, VEA, PGX, SRLN, FTLS 13F-HR 11/5/2024, 04:26 PM
Q2 2024 281 $121M +$16.9M -$11.9M +$4.98M VNLA, VEA, PGX, SRLN, FTLS 13F-HR 7/16/2024, 11:02 AM
Q4 2023 290 $110M +$18.3M -$33.6M -$15.3M VNLA, VEA, PGX, SRLN, FTLS 13F-HR 2/14/2024, 02:41 PM
Q3 2023 289 $116M +$9.91M -$7.72M +$2.19M SCHP, VEA, FBND, ANGL, SRLN 13F-HR 10/31/2023, 04:44 PM
Q2 2023 301 $120M +$4.24M -$2.18M +$2.06M SCHP, VEA, ANGL, SRLN, GTO 13F-HR 7/13/2023, 03:34 PM
Q1 2023 281 $114M +$8.24M -$7.57M +$669K SCHP, VEA, ANGL, SRLN, GTO 13F-HR 5/3/2023, 05:27 PM
Q4 2022 290 $109M $0 $0 SCHP, VEA, DIAL, ANGL, SRLN 13F-HR 2/15/2023, 08:55 PM