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Disclosery

SageOak Financial, LLC: PTL position timeline

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

SageOak Financial, LLC held 5,454 PTL 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 5,454 shares
    Change vs previous 13F -216 shares

    1.02% of the 13F portfolio, value $1,560,285.

    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 5,670 shares
    Change vs previous 13F -40 shares

    1% of the 13F portfolio, value $1,420,647.

    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 5,710 shares
    Change vs previous 13F +27 shares

    1.03% of the 13F portfolio, value $1,417,165.

    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 5,683 shares
    Change vs previous 13F -126 shares

    1.04% of the 13F portfolio, value $1,416,493.

    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 5,809 shares
    Change vs previous 13F -3,006 shares

    1.07% of the 13F portfolio, value $1,332,004.

    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 8,815 shares
    Change vs previous 13F +2,803 shares

    1.61% of the 13F portfolio, value $1,811,506.

    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 6,012 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,282,334.

    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).