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Disclosery

SageOak Financial, LLC: FDVV position timeline

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

SageOak Financial, LLC held 5,567 FDVV 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 5,567 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $335,616.

    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 5,567 shares
    Change vs previous 13F -481 shares

    0.22% of the 13F portfolio, value $307,504.

    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 6,048 shares
    Change vs previous 13F -27 shares

    0.25% of the 13F portfolio, value $342,844.

    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 6,075 shares
    Change vs previous 13F -54 shares

    0.25% of the 13F portfolio, value $338,421.

    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 6,129 shares
    Change vs previous 13F -3,978 shares

    0.26% of the 13F portfolio, value $318,815.

    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 10,107 shares
    Change vs previous 13F -9,753 shares

    0.44% of the 13F portfolio, value $501,292.

    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 19,860 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $991,793.

    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).