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SAGE FINANCIAL GROUP INC: AOR position timeline

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

SAGE FINANCIAL GROUP INC held 20,677 AOR 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 20,677 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,437,052.

    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 20,677 shares
    Change vs previous 13F -270 shares

    0.09% of the 13F portfolio, value $1,330,565.

    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 20,947 shares
    Change vs previous 13F +321 shares

    0.09% of the 13F portfolio, value $1,361,765.

    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 20,626 shares
    Change vs previous 13F -370 shares

    0.09% of the 13F portfolio, value $1,327,902.

    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 20,996 shares
    Change vs previous 13F +7,890 shares

    0.1% of the 13F portfolio, value $1,292,724.

    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 13,106 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $754,513.

    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 13,106 shares
    Change vs previous 13F -815 shares

    0.06% of the 13F portfolio, value $751,236.

    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 13,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $824,681.

    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).