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SAGE ADVISORS, LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE ADVISORS, LLC on DIA, newest first. How the timeline and the estimate are built.

SAGE ADVISORS, LLC held 4,631 DIA shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,631 shares
    Change vs previous 13F +432 shares

    1.48% of the 13F portfolio, value $2,225,549.

    13F-HR 0002085853-26-000031 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 4,199 shares
    Change vs previous 13F +1,027 shares

    1.4% of the 13F portfolio, value $1,947,305.

    13F-HR 0002085853-25-000130 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 3,172 shares
    Change vs previous 13F -768 shares

    1% of the 13F portfolio, value $1,397,557.

    13F-HR 0001667731-25-000989 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 3,940 shares
    Change vs previous 13F +55 shares

    1.16% of the 13F portfolio, value $1,654,240.

    13F-HR 0001667731-25-000532 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 3,885 shares
    Change vs previous 13F +782 shares

    1.23% of the 13F portfolio, value $1,653,021.

    13F-HR 0001667731-25-000175 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 3,103 shares
    Change vs previous 13F -22 shares

    1.03% of the 13F portfolio, value $1,312,915.

    13F-HR 0002032121-24-000004 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 3,125 shares
    Change vs previous 13F +195 shares

    0.99% of the 13F portfolio, value $1,222,426.

    13F-HR 0002032121-24-000003 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 2,930 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,165,583.

    13F-HR 0002032121-24-000002 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).