Skip to content
Disclosery

SageOak Financial, LLC: DFSD position timeline

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

SageOak Financial, LLC held 418,286 DFSD 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 418,286 shares
    Change vs previous 13F +17,003 shares

    13.05% of the 13F portfolio, value $19,973,167.

    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 401,283 shares
    Change vs previous 13F +4,069 shares

    13.57% of the 13F portfolio, value $19,213,416.

    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 397,214 shares
    Change vs previous 13F +14,135 shares

    13.78% of the 13F portfolio, value $19,046,411.

    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 383,079 shares
    Change vs previous 13F +29,461 shares

    13.58% of the 13F portfolio, value $18,460,577.

    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 353,618 shares
    Change vs previous 13F -24,341 shares

    13.58% of the 13F portfolio, value $16,977,200.

    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 377,959 shares
    Change vs previous 13F +81,438 shares

    15.92% of the 13F portfolio, value $17,960,612.

    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 296,521 shares
    Change vs previous 13F not available

    12.7% of the 13F portfolio, value $13,900,904.

    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).