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SAGE FINANCIAL GROUP INC: IGSB position timeline

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

SAGE FINANCIAL GROUP INC held 13,679 IGSB 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 13,679 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $716,917.

    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 13,679 shares
    Change vs previous 13F -11,508 shares

    0.05% of the 13F portfolio, value $718,969.

    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 25,187 shares
    Change vs previous 13F +770 shares

    0.09% of the 13F portfolio, value $1,331,889.

    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 24,417 shares
    Change vs previous 13F -761 shares

    0.09% of the 13F portfolio, value $1,294,834.

    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 25,178 shares
    Change vs previous 13F -4,818 shares

    0.1% of the 13F portfolio, value $1,328,392.

    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 29,996 shares
    Change vs previous 13F -9,593 shares

    0.13% of the 13F portfolio, value $1,570,891.

    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 39,589 shares
    Change vs previous 13F +4,164 shares

    0.16% of the 13F portfolio, value $2,046,752.

    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 35,425 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,865,481.

    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).