SageOak Financial, LLC: ESUM position timeline

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

SageOak Financial, LLC held 60,000 ESUM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 60,000 shares
Change vs previous 13F -1,064 shares
1.2% of the 13F portfolio, value $1,838,106.
13F-HR 0001754960-26-000508 filed by SageOak Financial, LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 61,064 shares
Change vs previous 13F +430 shares
1.13% of the 13F portfolio, value $1,598,661.
13F-HR 0002055829-26-000003 filed by SageOak Financial, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 60,634 shares
Change vs previous 13F +532 shares
1.18% of the 13F portfolio, value $1,632,874.
13F-HR 0001754960-26-000173 filed by SageOak Financial, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 60,102 shares
Change vs previous 13F +2,872 shares
1.2% of the 13F portfolio, value $1,633,572.
13F-HR 0001754960-25-000716 filed by SageOak Financial, LLC
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 57,230 shares
Change vs previous 13F not available
1.19% of the 13F portfolio, value $1,487,482.
13F-HR 0001754960-25-000553 filed by SageOak Financial, LLC
Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).