Skip to content
Disclosery

Sage Advisory Services, Ltd.Co.: CARY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Advisory Services, Ltd.Co. on CARY, newest first. How the timeline and the estimate are built.

Sage Advisory Services, Ltd.Co. held 274,360 CARY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,360 shares
    Change vs previous 13F +18,115 shares

    2.81% of the 13F portfolio, value $5,701,000.

    13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 256,245 shares
    Change vs previous 13F +7,785 shares

    2.92% of the 13F portfolio, value $5,323,000.

    13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 248,460 shares
    Change vs previous 13F -12,345 shares

    2.82% of the 13F portfolio, value $5,174,000.

    13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 260,805 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $5,453,000.

    13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
    Filed (acceptance time not in the bulk data set), ingested

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