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Manager record

Live Oak Investment Partners

Austin, TX · CIK 1822262 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$185.19MReported 13F valueQ3 2026 · as filed
92Holdings listed
-0.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $130.2M$130.2MQ2 202580 holdingsQ3 2025: $151.0M$151.0MQ3 202582 holdingsQ4 2025: $162.7M$162.7MQ4 202584 holdingsQ1 2026: $169.4M$169.4MQ1 202693 holdingsQ2 2026: $185.8M$185.8MQ2 202693 holdingsQ3 2026: $185.2M$185.2MQ3 202692 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$185.19M · 92 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$185.82M · 93 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$169.41M · 93 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$162.74M · 84 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR/A · period Q3 2025

$150.96M · 82 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$111.24M · 87 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$130.18M · 80 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology