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Disclosery

SAGE FINANCIAL GROUP INC: EIS position timeline

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

SAGE FINANCIAL GROUP INC held 1,731 EIS 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 1,731 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $208,950.

    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 1,843 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $213,862.

    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 1,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,566.

    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).