SAGE FINANCIAL GROUP INC: IMCV position timeline

SAGE FINANCIAL GROUP INC held 6,207 IMCV 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 6,207 shares

   Change vs previous 13F -155 shares

   0.03% of the 13F portfolio, value $567,181.

   13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,362 shares

   Change vs previous 13F -30 shares

   0.04% of the 13F portfolio, value $539,408.

   13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,392 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $526,306.

   13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,392 shares

   Change vs previous 13F -388 shares

   0.03% of the 13F portfolio, value $513,601.

   13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,780 shares

   Change vs previous 13F -431 shares

   0.04% of the 13F portfolio, value $515,145.

   13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 7,211 shares

   Change vs previous 13F -275 shares

   0.04% of the 13F portfolio, value $534,985.

   13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 7,486 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $555,911.

   13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 7,486 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $573,728.

   13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).