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Disclosery

SageOak Financial, LLC: DFAX position timeline

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

SageOak Financial, LLC held 15,406 DFAX 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 15,406 shares
    Change vs previous 13F +201 shares

    0.37% of the 13F portfolio, value $567,557.

    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 15,205 shares
    Change vs previous 13F +2,074 shares

    0.36% of the 13F portfolio, value $516,514.

    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 13,131 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $429,778.

    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 13,131 shares
    Change vs previous 13F +120 shares

    0.3% of the 13F portfolio, value $412,051.

    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 13,011 shares
    Change vs previous 13F +1,250 shares

    0.31% of the 13F portfolio, value $382,133.

    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 11,761 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $308,138.

    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).