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Disclosery

SAGE FINANCIAL GROUP INC: IGF position timeline

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

SAGE FINANCIAL GROUP INC held 128,052 IGF 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 128,052 shares
    Change vs previous 13F +8,916 shares

    0.47% of the 13F portfolio, value $8,528,264.

    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 119,136 shares
    Change vs previous 13F +2,145 shares

    0.52% of the 13F portfolio, value $7,982,112.

    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 116,991 shares
    Change vs previous 13F +3,865 shares

    0.48% of the 13F portfolio, value $7,178,568.

    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 113,126 shares
    Change vs previous 13F +5,381 shares

    0.47% of the 13F portfolio, value $6,914,262.

    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 107,745 shares
    Change vs previous 13F -7,959 shares

    0.47% of the 13F portfolio, value $6,378,504.

    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 115,704 shares
    Change vs previous 13F -6,907 shares

    0.51% of the 13F portfolio, value $6,325,538.

    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 122,611 shares
    Change vs previous 13F +40,266 shares

    0.52% of the 13F portfolio, value $6,408,877.

    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 82,345 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,482,039.

    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).