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Disclosery

SageOak Financial, LLC: PEY position timeline

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

SageOak Financial, LLC held 0 PEY shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,509 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 9,509 shares
    Change vs previous 13F -27,805 shares

    0.18% of the 13F portfolio, value $204,150.

    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).

  3. period ended2024-12-31
    13F 37,314 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $793,288.

    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).