SageOak Financial, LLC: DGCB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageOak Financial, LLC on DGCB, newest first. How the timeline and the estimate are built.
SageOak Financial, LLC held 139,121 DGCB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 139,121 sharesChange vs previous 13F +7,855 shares
4.97% of the 13F portfolio, value $7,605,723.
13F-HR 0001754960-26-000508 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 131,266 sharesChange vs previous 13F +6,270 shares
5.02% of the 13F portfolio, value $7,106,046.
13F-HR 0002055829-26-000003 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 124,996 sharesChange vs previous 13F +4,903 shares
4.91% of the 13F portfolio, value $6,779,496.
13F-HR 0001754960-26-000173 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 120,093 sharesChange vs previous 13F +6,849 shares
4.9% of the 13F portfolio, value $6,659,157.
13F-HR 0001754960-25-000716 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 113,244 sharesChange vs previous 13F +9,975 shares
4.91% of the 13F portfolio, value $6,141,222.
13F-HR 0001754960-25-000553 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 103,269 sharesChange vs previous 13F +43,070 shares
4.87% of the 13F portfolio, value $5,490,813.
13F-HR 0001754960-25-000270 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,199 sharesChange vs previous 13F not available
2.89% of the 13F portfolio, value $3,166,467.
13F-HR 0001754960-25-000120 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).