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SAGE FINANCIAL GROUP INC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE FINANCIAL GROUP INC on ACWX, newest first. How the timeline and the estimate are built.

SAGE FINANCIAL GROUP INC held 102,415 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,415 shares
    Change vs previous 13F +3,658 shares

    0.43% of the 13F portfolio, value $7,794,842.

    13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
    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 98,757 shares
    Change vs previous 13F -841 shares

    0.44% of the 13F portfolio, value $6,761,886.

    13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
    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 99,598 shares
    Change vs previous 13F +5,262 shares

    0.44% of the 13F portfolio, value $6,686,009.

    13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
    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 94,336 shares
    Change vs previous 13F +6,445 shares

    0.42% of the 13F portfolio, value $6,132,767.

    13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
    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 87,891 shares
    Change vs previous 13F -1,233 shares

    0.4% of the 13F portfolio, value $5,356,062.

    13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
    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 89,124 shares
    Change vs previous 13F -13,981 shares

    0.4% of the 13F portfolio, value $4,941,915.

    13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
    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 103,105 shares
    Change vs previous 13F +34,898 shares

    0.43% of the 13F portfolio, value $5,377,947.

    13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
    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 68,207 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,902,795.

    13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).