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SAGE FINANCIAL GROUP INC: ITOT position timeline

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

SAGE FINANCIAL GROUP INC held 18,108 ITOT 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 18,108 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,974,657.

    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 18,108 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $2,579,063.

    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 18,112 shares
    Change vs previous 13F -809 shares

    0.18% of the 13F portfolio, value $2,693,060.

    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 18,921 shares
    Change vs previous 13F +400 shares

    0.19% of the 13F portfolio, value $2,755,896.

    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 18,521 shares
    Change vs previous 13F -4 shares

    0.18% of the 13F portfolio, value $2,501,011.

    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 18,525 shares
    Change vs previous 13F -390 shares

    0.18% of the 13F portfolio, value $2,260,193.

    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 18,915 shares
    Change vs previous 13F +619 shares

    0.2% of the 13F portfolio, value $2,432,822.

    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 18,296 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,298,386.

    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).