Skip to content
Disclosery

SAGE FINANCIAL GROUP INC: IWD position timeline

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

SAGE FINANCIAL GROUP INC held 18,535 IWD 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 18,535 shares
    Change vs previous 13F -12 shares

    0.25% of the 13F portfolio, value $4,493,321.

    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 18,547 shares
    Change vs previous 13F +13 shares

    0.26% of the 13F portfolio, value $3,962,956.

    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 18,534 shares
    Change vs previous 13F -129 shares

    0.26% of the 13F portfolio, value $3,898,519.

    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 18,663 shares
    Change vs previous 13F +15 shares

    0.26% of the 13F portfolio, value $3,799,619.

    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 18,648 shares
    Change vs previous 13F -4,663 shares

    0.27% of the 13F portfolio, value $3,622,046.

    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 23,311 shares
    Change vs previous 13F -67 shares

    0.35% of the 13F portfolio, value $4,386,217.

    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 23,378 shares
    Change vs previous 13F -48 shares

    0.35% of the 13F portfolio, value $4,328,015.

    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 23,426 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,446,272.

    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).