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Disclosery

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

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

Sage Advisory Services, Ltd.Co. held 98,098 IHF 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 98,098 shares
    Change vs previous 13F -6,606 shares

    2.67% of the 13F portfolio, value $5,428,000.

    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 104,704 shares
    Change vs previous 13F +10,548 shares

    2.4% of the 13F portfolio, value $4,382,000.

    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 94,156 shares
    Change vs previous 13F +235 shares

    2.46% of the 13F portfolio, value $4,514,000.

    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 93,921 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,639,000.

    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).