Sage Advisory Services, Ltd.Co.: KBE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Advisory Services, Ltd.Co. on KBE, newest first. How the timeline and the estimate are built.
Sage Advisory Services, Ltd.Co. held 78,821 KBE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 78,821 sharesChange vs previous 13F -43,534 shares
2.65% of the 13F portfolio, value $5,377,000.
13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 122,355 sharesChange vs previous 13F +48,190 shares
3.99% of the 13F portfolio, value $7,286,000.
13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 74,165 sharesChange vs previous 13F +74,165 shares
2.45% of the 13F portfolio, value $4,501,000.
13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -79,640 shares
13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
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 79,640 sharesChange vs previous 13F not available
2.42% of the 13F portfolio, value $4,441,000.
13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).