What is a 13F report?

A 13F is a quarterly filing institutional investors submit to the US Securities and Exchange Commission (SEC) disclosing their equity holdings. It is mandatory for managers with at least $100M in AUM and must be filed within 45 days of the quarter end.

LOKV LOKV — Wall Street guru 13F portfolio analysis

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Insider Trades (4)

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Insider	Title	Type	Shares	Value	Date
Live Oak Sponsor V, LLC	10% Owner	BUY	37,136	--	6/15/2026
Live Oak Sponsor V, LLC	10% Owner	BUY	63,300	--	6/17/2026
HENDRIX RICHARD J	Chief Executive Officer	BUY	37,136	--	6/15/2026
HENDRIX RICHARD J	Chief Executive Officer	BUY	63,300	--	6/17/2026