SageOak Financial, LLC: DOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageOak Financial, LLC on DOV, newest first. How the timeline and the estimate are built.
SageOak Financial, LLC held 2,729 DOV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,729 sharesChange vs previous 13F 0 shares
0.4% of the 13F portfolio, value $612,060.
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 2,729 sharesChange vs previous 13F 0 shares
0.4% of the 13F portfolio, value $568,860.
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 2,729 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $532,810.
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 2,729 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $455,279.
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 2,729 sharesChange vs previous 13F -651 shares
0.4% of the 13F portfolio, value $500,035.
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 3,380 sharesChange vs previous 13F 0 shares
0.53% of the 13F portfolio, value $593,798.
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 3,380 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $634,088.
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).