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Disclosery

SageOak Financial, LLC: DFIP position timeline

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

SageOak Financial, LLC held 5,169 DFIP 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 5,169 shares
    Change vs previous 13F -264 shares

    0.14% of the 13F portfolio, value $213,236.

    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 5,433 shares
    Change vs previous 13F +65 shares

    0.16% of the 13F portfolio, value $226,665.

    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 5,368 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $223,067.

    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 5,331 shares
    Change vs previous 13F -105 shares

    0.17% of the 13F portfolio, value $225,128.

    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 5,436 shares
    Change vs previous 13F -4,250 shares

    0.18% of the 13F portfolio, value $227,279.

    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 9,686 shares
    Change vs previous 13F -258 shares

    0.36% of the 13F portfolio, value $407,887.

    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 9,944 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $402,641.

    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).