SageOak Financial, LLC quarter change: USA ADRs, Sold out
In depositary receipts for foreign shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SageOak Financial, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2055829): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Piscataqua Savings Bank | United States | $0.142B | 527 |
| Panoramic Capital, LLC | United States | $0.142B | 38 |
| Laraway Financial Advisors Inc | United States | $0.142B | 129 |
| Navigate Wealth Management, LLC | United States | $0.142B | 72 |
| Avant Financial Advisors LLC | United States | $0.142B | 65 |
| White & Co Financial Planning Inc | United States | $0.142B | 20 |
| Avant Capital LLC | United States | $0.142B | 76 |
| Teton Advisors, LLC | United States | $0.142B | 153 |
| Innovative Wealth Building LLC | United States | $0.142B | 70 |
| Argosy-Lionbridge Management, LLC | United States | $0.143B | 14 |