SageOak Financial, LLC: DFGX position timeline

SageOak Financial, LLC held 246,732 DFGX 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 246,732 shares

   Change vs previous 13F +9,665 shares

   8.64% of the 13F portfolio, value $13,223,552.

   13F-HR 0001754960-26-000508 filed by SageOak Financial, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 237,067 shares

   Change vs previous 13F +3,465 shares

   8.78% of the 13F portfolio, value $12,434,283.

   13F-HR 0002055829-26-000003 filed by SageOak Financial, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 233,602 shares

   Change vs previous 13F +10,566 shares

   8.9% of the 13F portfolio, value $12,295,642.

   13F-HR 0001754960-26-000173 filed by SageOak Financial, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 223,036 shares

   Change vs previous 13F +12,513 shares

   8.85% of the 13F portfolio, value $12,035,023.

   13F-HR 0001754960-25-000716 filed by SageOak Financial, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 210,523 shares

   Change vs previous 13F -1,003 shares

   8.99% of the 13F portfolio, value $11,233,507.

   13F-HR 0001754960-25-000553 filed by SageOak Financial, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 211,526 shares

   Change vs previous 13F +58,448 shares

   9.8% of the 13F portfolio, value $11,052,234.

   13F-HR 0001754960-25-000270 filed by SageOak Financial, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 153,078 shares

   Change vs previous 13F not available

   7.32% of the 13F portfolio, value $8,009,041.

   13F-HR 0001754960-25-000120 filed by SageOak Financial, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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