SageOak Financial, LLC: SPSK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageOak Financial, LLC on SPSK, newest first. How the timeline and the estimate are built.
SageOak Financial, LLC held 14,944 SPSK shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 14,944 sharesChange vs previous 13F +120 shares
0.18% of the 13F portfolio, value $269,140.
13F-HR 0001754960-26-000508 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,824 sharesChange vs previous 13F +1,334 shares
0.19% of the 13F portfolio, value $265,351.
13F-HR 0002055829-26-000003 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,490 sharesChange vs previous 13F +231 shares
0.18% of the 13F portfolio, value $246,265.
13F-HR 0001754960-26-000173 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,259 sharesChange vs previous 13F +130 shares
0.18% of the 13F portfolio, value $245,022.
13F-HR 0001754960-25-000716 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,129 sharesChange vs previous 13F +531 shares
0.19% of the 13F portfolio, value $239,209.
13F-HR 0001754960-25-000553 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,598 sharesChange vs previous 13F +1,104 shares
0.2% of the 13F portfolio, value $227,014.
13F-HR 0001754960-25-000270 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,494 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $204,939.
13F-HR 0001754960-25-000120 filed by SageOak Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).