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Disclosery

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

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

Sage Advisory Services, Ltd.Co. held 42,865 SRLN 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 42,865 shares
    Change vs previous 13F -21,940 shares

    0.85% of the 13F portfolio, value $1,727,000.

    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 64,805 shares
    Change vs previous 13F +8,510 shares

    1.42% of the 13F portfolio, value $2,601,000.

    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 56,295 shares
    Change vs previous 13F -80,615 shares

    1.27% of the 13F portfolio, value $2,323,000.

    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 136,910 shares
    Change vs previous 13F +6,229 shares

    2.99% of the 13F portfolio, value $5,693,000.

    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 130,681 shares
    Change vs previous 13F +5,296 shares

    2.96% of the 13F portfolio, value $5,435,000.

    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 125,385 shares
    Change vs previous 13F +40,365 shares

    3.03% of the 13F portfolio, value $5,157,000.

    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 85,020 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,548,000.

    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).