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SageOak Financial, LLC: DCOR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageOak Financial, LLC on DCOR, newest first. How the timeline and the estimate are built.

SageOak Financial, LLC held 271,900 DCOR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,900 shares
    Change vs previous 13F +1,707 shares

    14.57% of the 13F portfolio, value $22,290,378.

    13F-HR 0001754960-26-000508 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 270,193 shares
    Change vs previous 13F +5,694 shares

    13.75% of the 13F portfolio, value $19,475,512.

    13F-HR 0002055829-26-000003 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 264,499 shares
    Change vs previous 13F -5,749 shares

    14.1% of the 13F portfolio, value $19,475,061.

    13F-HR 0001754960-26-000173 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 270,248 shares
    Change vs previous 13F +7,330 shares

    14.3% of the 13F portfolio, value $19,441,641.

    13F-HR 0001754960-25-000716 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 262,918 shares
    Change vs previous 13F +34,596 shares

    14.06% of the 13F portfolio, value $17,576,043.

    13F-HR 0001754960-25-000553 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 228,322 shares
    Change vs previous 13F +25,875 shares

    12.41% of the 13F portfolio, value $14,002,988.

    13F-HR 0001754960-25-000270 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 202,447 shares
    Change vs previous 13F not available

    11.87% of the 13F portfolio, value $12,989,000.

    13F-HR 0001754960-25-000120 filed by SageOak Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).