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SageOak Financial, LLC
ETF
Concentrated trader
CIK: 0002055829 | TULSA, OK
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
35
$153.7M
2026-10-19
SEC ↗
Q2 2026
13F-HR
37
$153.8M
2026-07-14
SEC ↗
Q1 2026
13F-HR
35
$142.3M
2026-05-11
SEC ↗
Q4 2025
13F-HR
34
$138.2M
2026-02-13
SEC ↗
Q3 2025
13F-HR
32
$136.0M
2025-10-28
SEC ↗
Q2 2025
13F-HR
32
$125.0M
2025-08-08
SEC ↗
Q1 2025
13F-HR
32
$112.8M
2025-05-02
SEC ↗
Q4 2024
13F-HR
45
$109.4M
2025-02-11
SEC ↗