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
- period ended2026-06-3013F 271,900 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 270,193 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 264,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 270,248 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 262,918 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 228,322 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 202,447 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).