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Disclosery

SAGE FINANCIAL GROUP INC: EFV position timeline

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

SAGE FINANCIAL GROUP INC held 51,564 EFV 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 51,564 shares
    Change vs previous 13F +2,718 shares

    0.22% of the 13F portfolio, value $3,947,225.

    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 48,846 shares
    Change vs previous 13F +914 shares

    0.24% of the 13F portfolio, value $3,631,701.

    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 47,932 shares
    Change vs previous 13F +1,536 shares

    0.23% of the 13F portfolio, value $3,422,825.

    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 46,396 shares
    Change vs previous 13F +5,513 shares

    0.21% of the 13F portfolio, value $3,147,041.

    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 40,883 shares
    Change vs previous 13F +585 shares

    0.19% of the 13F portfolio, value $2,595,253.

    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 40,298 shares
    Change vs previous 13F -8,973 shares

    0.19% of the 13F portfolio, value $2,375,165.

    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 49,271 shares
    Change vs previous 13F +18,725 shares

    0.21% of the 13F portfolio, value $2,585,250.

    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 30,546 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,757,312.

    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).