Sageoak Financial, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationtulsa, OK
- CIK0002055829
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
33 | $138.18M | DFAC, DCOR, DFSD, DFIC | 13F-HR | Feb 13, 2026 | 000175496026000173 | ||
32 | $135.98M | DFAC, DCOR, DFSD, DFIC | 13F-HR | Oct 28, 2025 | 000175496025000716 | ||
32 | $125.02M | DFAC, DCOR, DFSD, DFIC | 13F-HR | Aug 8, 2025 | 000175496025000553 | ||
32 | $112.8M | DFAC, DFSD, DCOR, DFGX | 13F-HR | May 2, 2025 | 000175496025000270 | ||
45 | $109.45M | DFAC, DFSD, DCOR, DFIC | 13F-HR | Feb 10, 2025 | 000175496025000120 |