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SAGE FINANCIAL GROUP INC: IJH position timeline

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

SAGE FINANCIAL GROUP INC held 1,488,196 IJH 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 1,488,196 shares
    Change vs previous 13F +33,580 shares

    6.36% of the 13F portfolio, value $114,754,819.

    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 1,454,616 shares
    Change vs previous 13F +42,182 shares

    6.39% of the 13F portfolio, value $98,230,251.

    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 1,412,434 shares
    Change vs previous 13F +37,963 shares

    6.17% of the 13F portfolio, value $93,220,619.

    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 1,374,471 shares
    Change vs previous 13F +50,813 shares

    6.1% of the 13F portfolio, value $89,697,975.

    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 1,323,658 shares
    Change vs previous 13F +2,625 shares

    6.06% of the 13F portfolio, value $82,093,281.

    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 1,321,033 shares
    Change vs previous 13F +41,478 shares

    6.23% of the 13F portfolio, value $77,082,291.

    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 1,279,555 shares
    Change vs previous 13F +22,157 shares

    6.42% of the 13F portfolio, value $79,729,076.

    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 1,257,398 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $78,361,049.

    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).