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Disclosery

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

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

Sage Advisory Services, Ltd.Co. held 58,155 SPEM 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 58,155 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,011,000.

    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 ยง4.2).