Advertisement
Screener

Live Oak Investment Partners Historic Quarter Change: USA Bonds: Other Debt, Added

Add as a preferred source on Google

Live Oak Investment Partners historic quarter change: USA Bonds: Other Debt, Added

In other debt filed by principal amount (debentures, bonds) (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Live Oak Investment Partners opened 50 positions, added to 208, reduced 194 and sold out of 338.

  • Q4 2024: Stock XOMXXXX; Country of operation —; Class COM; Principal before $1,315.
  • Q4 2024: Stock GOOG; Country of operation United States; Class COM; Principal before $809.
  • Q4 2024: Stock MSFT; Country of operation United States; Class COM; Principal before $3,198.
  • Q4 2024: Stock VNLA; Country of operation —; Class COM; Principal before $220,071.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1822262), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2023-12-31 to 2024-06-30, filed 2024-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassPrincipal beforePrincipal afterShare changeValue beforeValue afterValue changeFiled
Q4 2024XOMXXXX
XOM		COM$1,315$19,920+18,605$154,145$2,142,791+$1,988,6462025-02-06
Q4 2024GOOG
GOOG		United StatesCOM$809$10,453+9,644$135,224$1,990,709+$1,855,4852025-02-06
Q4 2024MSFT
MSFT		United StatesCOM$3,198$6,903+3,705$1,376,086$2,909,722+$1,533,6362025-02-06
Q4 2024VNLA
VNLA		COM$220,071$244,572+24,501$10,792,251$11,961,929+$1,169,6782025-02-06
Q4 2024BMY
BMY		United StatesCOM$285$19,879+19,594$14,746$1,124,353+$1,109,6072025-02-06
Q4 2024SU
SU		COM$415$22,190+21,775$15,322$791,739+$776,4172025-02-06
Q4 2024AEP
AEP		United StatesCOM$482$8,951+8,469$49,501$825,526+$776,0252025-02-06
Q4 2024VEA
VEA		COM$176,831$181,306+4,475$9,338,479$8,670,035-$668,4442025-02-06
Q4 2024SRLN
SRLN		COM$120,281$134,532+14,251$5,022,879$5,614,005+$591,1262025-02-06
Q4 2024NMM
NMM		COM$26,456$27,610+1,154$1,656,939$1,195,239-$461,7002025-02-06
Q4 2024TGT
TGT		United StatesCOM$65$3,385+3,320$10,131$457,582+$447,4512025-02-06
Q4 2024AMZN
AMZN		United StatesCOM$11,355$11,623+268$2,115,784$2,549,975+$434,1912025-02-06
Q4 2024HD
HD		United StatesCOM$1,470$2,354+884$595,644$915,686+$320,0422025-02-06
Q4 2024PGX
PGX		COM$646,768$667,713+20,945$7,987,599$7,698,731-$288,8682025-02-06
Q4 2024FTLS
FTLS		COM$74,677$76,238+1,561$4,739,769$5,017,220+$277,4512025-02-06
Q4 2024JPM
JPM		United StatesCOM$7,613$7,617+4$1,605,271$1,825,870+$220,5992025-02-06
Q4 2024CI
CI		United StatesCOM$2,421$2,424+3$838,732$669,369-$169,3632025-02-06
Q4 2024USB
USB		United StatesCOM$11,218$14,262+3,044$513,002$682,152+$169,1502025-02-06
Q4 2024XMHQ
XMHQ		COM$42,101$42,293+192$4,318,720$4,164,609-$154,1112025-02-06
Q4 2024NVDA
NVDA		United StatesCOM$10,761$10,835+74$1,306,764$1,454,998+$148,2342025-02-06
Q4 2024BNY
BK		United StatesCOM$23,993$24,084+91$1,724,130$1,850,409+$126,2792025-02-06
Q4 2024EEFT
EEFT		United StatesCOM$6,351$7,286+935$630,206$749,298+$119,0922025-02-06
Q4 2024EMXC
EMXC		COM$31,966$33,410+1,444$1,953,442$1,852,633-$100,8092025-02-06
Q4 2024CMCSA
CMCSA		United StatesCOM$26,402$26,786+384$1,102,805$1,005,273-$97,5322025-02-06
Q4 2024KO
KO		United StatesCOM$11,653$11,996+343$837,432$746,868-$90,5642025-02-06
Q4 2024IUSV
IUSV		COM$3,455$4,440+985$329,918$411,100+$81,1822025-02-06
Q4 2024PKG
PKG		United StatesCOM$3,522$3,690+168$758,642$830,731+$72,0892025-02-06
Q4 2024ALL
ALL		United StatesCOM$8,840$9,053+213$1,676,470$1,745,312+$68,8422025-02-06
Q4 2024QAI
QAI		COM$120,161$124,708+4,547$3,854,800$3,917,109+$62,3092025-02-06
Q4 2024FBTC
FBTC		United StatesCOM$371$833+462$20,602$67,956+$47,3542025-02-06
Q4 2024RSPS
RSPS		COM$18,962$19,067+105$613,811$573,940-$39,8712025-02-06
Q4 2024PAYX
PAYX		United StatesCOM$5,070$5,091+21$680,343$713,863+$33,5202025-02-06
Q4 2024IJR
IJR		COM$31,285$31,529+244$3,659,075$3,632,791-$26,2842025-02-06
Q4 2024VZ
VZ		United StatesCOM$3,451$4,495+1,044$154,970$179,736+$24,7662025-02-06
Q4 2024RGA
RGA		United StatesCOM$4,457$4,642+185$971,047$991,670+$20,6232025-02-06
Q4 2024MCD
MCD		United StatesCOM$2,531$2,601+70$770,717$754,003-$16,7142025-02-06
Q4 2024JPST
JPST		COM$16,360$16,746+386$830,105$843,497+$13,3922025-02-06
Q4 2024DLN
DLN		COM$7,520$7,707+187$590,732$599,528+$8,7962025-02-06
Q4 2024SCHB
SCHB		COM$5,276$15,828+10,552$350,960$359,296+$8,3362025-02-06
Q4 2024HDV
HDV		COM$2,589$2,780+191$304,518$312,084+$7,5662025-02-06
Q4 2024STC
STC		United StatesCOM$250$375+125$18,685$25,309+$6,6242025-02-06
Q4 2024BAC
BAC		United StatesCOM$1,248$1,255+7$49,520$55,170+$5,6502025-02-06
Q4 2024SCHD
SCHD		COM$1,900$5,700+3,800$160,607$155,724-$4,8832025-02-06
Q4 2024STIP
STIP		COM$649$702+53$65,757$70,621+$4,8642025-02-06
Q4 2024VLO
VLO		United StatesCOM$206$257+51$27,874$31,496+$3,6222025-02-06
Q4 2024IYF
IYF		COM$197$212+15$20,470$23,442+$2,9722025-02-06
Q4 2024AOM
AOM		COM$2,725$2,780+55$122,924$120,767-$2,1572025-02-06
Q4 2024FPFD
FPFD		COM$2,494$2,668+174$55,628$57,457+$1,8292025-02-06
Q4 2024ESGD
ESGD		COM$418$442+24$35,184$33,653-$1,5312025-02-06
Q4 2024MBB
MBB		COM$272$297+25$26,061$27,230+$1,1692025-02-06
Q4 2024IYJ
IYJ		COM$143$150+7$19,114$20,029+$9152025-02-06
Q4 2024IYE
IYE		COM$227$248+21$10,520$11,303+$7832025-02-06
Q4 2024IWR
IWR		COM$185$193+8$16,305$17,061+$7562025-02-06
Q4 2024FSMD
FSMD		COM$358$378+20$14,821$15,563+$7422025-02-06
Q4 2024SONY
SONY		COM$49$245+196$4,732$5,184+$4522025-02-06
Q4 2024FDEM
FDEM		COM$434$450+16$11,739$11,354-$3852025-02-06
Q4 2024IYK
IYK		COM$140$156+16$9,879$10,232+$3532025-02-06
Q4 2024IYH
IYH		COM$382$424+42$24,830$24,706-$1242025-02-06
Q4 2024CLX
CLX		United StatesCOM$56$57+1$9,172$9,212+$402025-02-06
Q4 2024IBM
IBM		United StatesCOM$287$288+1$63,367$63,369+$22025-02-06

Similar Firms

Firm NameCountry13F ValueHoldings
Madrid Financial ServicesUnited States$0.169B26
Upper Left Wealth Management, LLCUnited States$0.169B68
Sherrill & Hutchins Financial Advisory, IncUnited States$0.169B15
Financial Planning Hawaii, Inc.United States$0.170B123
Emergent Wealth Advisors, LLCUnited States$0.169B125
United Financial Planning Group LLCUnited States$0.169B462
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/United States$0.169B161
Forerunner Ventures Management, LLCUnited States$0.169B1
Thoma Capital Management LLCUnited States$0.169B55
Daviman Financial, LLCUnited States$0.169B85
Advertisement