Live Oak Investment Partners has filed its quarterly 13F-HR report for the period ending September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and holdings, which can influence market trends and investor sentiment.
Background
Live Oak Investment Partners is a Texas-based investment management firm. The company is categorized under the SIC description of 'other' and has a CIK number of 0001822262. Recent filings include a 13F-HR report on October 23, 2026, and prior filings throughout the year, indicating a consistent reporting schedule.
What the Filing Says
The filing, submitted on October 23, 2026, details the company's holdings as of September 30, 2026. However, specific details regarding the investments were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors and analysts who track institutional investment trends. The information can provide valuable insights into market movements and investment strategies employed by Live Oak Investment Partners.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was officially filed on October 23, 2026, and accepted by the SEC on the same day. The report covers the period ending September 30, 2026, and includes two documents, one of which is the information table detailing the company's holdings.
Company Information
Live Oak Investment Partners is registered under the Central Index Key (CIK) number 0001822262 and has an Employer Identification Number (EIN) of 833980780. The firm is incorporated in Texas and has a fiscal year ending on December 31. The business address for the firm is listed as 3103 Bee Cave Road, Suite 104, Austin, TX 78746.
Document Types
The filing includes various document types, such as the primary document in both HTML and XML formats, as well as an information table that lists the specific holdings of Live Oak Investment Partners as of the reporting date. The total size of the information table document is reported to be 49,046 bytes.
Missing Information
The filing does not provide specific details about the individual securities held by Live Oak Investment Partners, nor does it include any commentary or analysis regarding investment strategies or market outlooks.