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Disclosery

SageOak Financial, LLC: DFGR position timeline

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

SageOak Financial, LLC held 65,910 DFGR 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 65,910 shares
    Change vs previous 13F -634 shares

    1.25% of the 13F portfolio, value $1,909,413.

    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 66,544 shares
    Change vs previous 13F +1,619 shares

    1.25% of the 13F portfolio, value $1,768,732.

    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 64,925 shares
    Change vs previous 13F +3,575 shares

    1.24% of the 13F portfolio, value $1,715,319.

    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 61,350 shares
    Change vs previous 13F +3,001 shares

    1.23% of the 13F portfolio, value $1,675,469.

    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 58,349 shares
    Change vs previous 13F +4,282 shares

    1.25% of the 13F portfolio, value $1,565,504.

    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 54,067 shares
    Change vs previous 13F +14,109 shares

    1.26% of the 13F portfolio, value $1,419,799.

    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 39,958 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,020,527.

    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).