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SageOak Financial, LLC: ELCV position timeline

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

SageOak Financial, LLC held 30,128 ELCV 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 30,128 shares
    Change vs previous 13F -1,768 shares

    0.65% of the 13F portfolio, value $990,318.

    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 31,896 shares
    Change vs previous 13F -409 shares

    0.65% of the 13F portfolio, value $924,979.

    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 32,305 shares
    Change vs previous 13F +331 shares

    0.62% of the 13F portfolio, value $857,375.

    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 31,974 shares
    Change vs previous 13F +365 shares

    0.63% of the 13F portfolio, value $855,077.

    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 31,609 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $802,963.

    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).