Notify me when SageOak Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 32 | $138,168,342 | +$2,228,655 | -$1,834,541 | +$394,114 | DFAC, DCOR, DFSD, DFIC, DFGX | 13F-HR | 13 Feb 2026, 11:37 |
| Q3 2025 | 32 | $135,977,953 | +$5,613,611 | -$390,661 | +$5,222,950 | DFAC, DCOR, DFSD, DFIC, DFGX | 13F-HR | 28 Oct 2025, 15:08 |
| Q2 2025 | 32 | $125,017,058 | +$9,740,274 | -$3,863,545 | +$5,876,729 | DFAC, DCOR, DFSD, DFIC, DFGX | 13F-HR | 08 Aug 2025, 10:02 |
| Q1 2025 | 32 | $112,798,498 | +$19,726,722 | -$15,885,555 | +$3,841,167 | DFAC, DFSD, DCOR, DFGX, DFCF | 13F-HR | 02 May 2025, 10:14 |
| Q4 2024 | 45 | $109,449,863 | $0 | $0 | $0 | DFAC, DFSD, DCOR, DFIC, DFGX | 13F-HR | 10 Feb 2025, 18:42 |