SAGE ADVISORS, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE ADVISORS, LLC on WM, newest first. How the timeline and the estimate are built.
SAGE ADVISORS, LLC held 0 WM shares at 2025-09-30 per its 13F-HR filed 2025-10-22.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -985 shares
13F-HR 0002085853-25-000130 filed by SAGE ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 985 sharesChange vs previous 13F +985 shares
0.16% of the 13F portfolio, value $225,355.
13F-HR 0001667731-25-000989 filed by SAGE ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,121 shares
13F-HR 0001667731-25-000532 filed by SAGE ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,121 sharesChange vs previous 13F +148 shares
0.17% of the 13F portfolio, value $226,185.
13F-HR 0001667731-25-000175 filed by SAGE ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 973 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $202,027.
13F-HR 0002032121-24-000004 filed by SAGE ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).