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Disclosery

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

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

Sage Advisory Services, Ltd.Co. held 0 VLUE 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 0 shares
    Change vs previous 13F -26,302 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 26,302 shares
    Change vs previous 13F -1,005 shares

    2.05% of the 13F portfolio, value $3,740,000.

    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 27,307 shares
    Change vs previous 13F -2,941 shares

    2.03% of the 13F portfolio, value $3,734,000.

    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 30,248 shares
    Change vs previous 13F -1,880 shares

    1.98% of the 13F portfolio, value $3,783,000.

    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 32,128 shares
    Change vs previous 13F -18,887 shares

    1.98% of the 13F portfolio, value $3,637,000.

    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 51,015 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $5,441,000.

    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).