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SAGE FINANCIAL GROUP INC: BKLN position timeline

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

SAGE FINANCIAL GROUP INC held 21,252 BKLN 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 21,252 shares
    Change vs previous 13F -19,112 shares

    0.02% of the 13F portfolio, value $432,904.

    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 40,364 shares
    Change vs previous 13F -223,220 shares

    0.05% of the 13F portfolio, value $823,830.

    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 263,584 shares
    Change vs previous 13F +200,853 shares

    0.37% of the 13F portfolio, value $5,535,268.

    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 62,731 shares
    Change vs previous 13F -8,376 shares

    0.09% of the 13F portfolio, value $1,312,960.

    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 71,107 shares
    Change vs previous 13F -20,540 shares

    0.11% of the 13F portfolio, value $1,487,559.

    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 91,647 shares
    Change vs previous 13F -87,984 shares

    0.15% of the 13F portfolio, value $1,897,093.

    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 179,631 shares
    Change vs previous 13F +81,573 shares

    0.3% of the 13F portfolio, value $3,784,826.

    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 98,058 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,060,199.

    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).