• 13F History

Live Oak Investment Partners

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$131M
Signature - Title
Michael Hostick - Cheif Compliance Officer, 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 275 stock holdings with total value $131M as of Q4 2024. Top holdings included VNLA, VEA, PGX, SRLN, and FTLS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 275 $131M +$20.2M -$15.8M +$4.42M VNLA, VEA, PGX, SRLN, FTLS 13F-HR 2/6/2025, 12:51 PM
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 289 $110M +$18.3M -$33.6M -$15.3M VNLA, VEA, PGX, SRLN, FTLS 13F-HR 2/14/2024, 02:41 PM
Q3 2023 325 $116M +$9.91M -$7.71M +$2.2M SCHP, VEA, FBND, ANGL, SRLN 13F-HR 10/31/2023, 04:44 PM
Q2 2023 301 $120M +$4.24M -$1.91M +$2.34M SCHP, VEA, ANGL, SRLN, GTO 13F-HR 7/13/2023, 03:34 PM
Q1 2023 280 $114M +$8.24M -$1.24M +$7M SCHP, VEA, ANGL, SRLN, GTO 13F-HR 5/3/2023, 05:27 PM
Q4 2022 290 $109M SCHP, VEA, DIAL, ANGL, SRLN 13F-HR 2/15/2023, 07:55 PM