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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

  1. period ended2026-06-30
    13F 139,121 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 131,266 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 124,996 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 120,093 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 113,244 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 103,269 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 60,199 shares
    Change 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), ingested

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