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Disclosery

SAGE FINANCIAL GROUP INC: DSI position timeline

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

SAGE FINANCIAL GROUP INC held 12,156 DSI 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 12,156 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $1,730,960.

    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 12,152 shares
    Change vs previous 13F -269 shares

    0.1% of the 13F portfolio, value $1,472,729.

    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 12,421 shares
    Change vs previous 13F -311 shares

    0.11% of the 13F portfolio, value $1,600,152.

    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 12,732 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,603,584.

    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 12,731 shares
    Change vs previous 13F -325 shares

    0.11% of the 13F portfolio, value $1,478,775.

    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 13,056 shares
    Change vs previous 13F -56 shares

    0.11% of the 13F portfolio, value $1,337,071.

    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 13,112 shares
    Change vs previous 13F -3,984 shares

    0.12% of the 13F portfolio, value $1,445,644.

    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 17,096 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,859,831.

    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).