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Disclosery

SAGE ADVISORS, LLC: SPY position timeline

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

SAGE ADVISORS, LLC held 3,835 SPY 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 3,835 shares
    Change vs previous 13F +226 shares

    1.73% of the 13F portfolio, value $2,615,153.

    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 3,609 shares
    Change vs previous 13F +587 shares

    1.72% of the 13F portfolio, value $2,404,071.

    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 3,022 shares
    Change vs previous 13F -620 shares

    1.33% of the 13F portfolio, value $1,866,992.

    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 3,642 shares
    Change vs previous 13F +13 shares

    1.43% of the 13F portfolio, value $2,037,222.

    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 3,629 shares
    Change vs previous 13F +587 shares

    1.59% of the 13F portfolio, value $2,126,666.

    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 3,042 shares
    Change vs previous 13F -509 shares

    1.37% of the 13F portfolio, value $1,745,583.

    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 3,551 shares
    Change vs previous 13F +158 shares

    1.57% of the 13F portfolio, value $1,932,264.

    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 3,393 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,774,899.

    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).