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Disclosery

SageOak Financial, LLC: DFAU position timeline

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

SageOak Financial, LLC held 17,740 DFAU 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 17,740 shares
    Change vs previous 13F -1,337 shares

    0.6% of the 13F portfolio, value $916,981.

    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 19,077 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $860,754.

    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 19,077 shares
    Change vs previous 13F -2 shares

    0.65% of the 13F portfolio, value $892,804.

    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 19,079 shares
    Change vs previous 13F -324 shares

    0.64% of the 13F portfolio, value $873,055.

    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 19,403 shares
    Change vs previous 13F -1,916 shares

    0.66% of the 13F portfolio, value $821,911.

    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 21,319 shares
    Change vs previous 13F -23,400 shares

    0.73% of the 13F portfolio, value $819,502.

    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 44,719 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,810,672.

    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).