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

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

Sage Advisory Services, Ltd.Co. held 372,859 PSK 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 372,859 shares
    Change vs previous 13F +27,362 shares

    5.6% of the 13F portfolio, value $11,383,000.

    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 345,497 shares
    Change vs previous 13F -50 shares

    5.84% of the 13F portfolio, value $10,655,000.

    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 345,547 shares
    Change vs previous 13F -16,905 shares

    5.96% of the 13F portfolio, value $10,950,000.

    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 362,452 shares
    Change vs previous 13F +30,963 shares

    6.29% of the 13F portfolio, value $11,986,000.

    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).

  5. period ended2025-06-30
    13F 331,489 shares
    Change vs previous 13F +56,040 shares

    5.73% of the 13F portfolio, value $10,528,000.

    13F-HR 0001214659-25-011586 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).

  6. period ended2025-03-31
    13F 275,449 shares
    Change vs previous 13F +94,923 shares

    5.24% of the 13F portfolio, value $8,922,000.

    13F-HR 0001214659-25-007006 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).

  7. period ended2024-12-31
    13F 180,526 shares
    Change vs previous 13F -14,356 shares

    3.53% of the 13F portfolio, value $5,956,000.

    13F-HR 0001214659-25-001949 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).

  8. period ended2024-09-30
    13F 194,882 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $6,612,000.

    13F-HR 0001214659-24-018336 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).