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Disclosery

SAGE FINANCIAL GROUP INC: IWP position timeline

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

SAGE FINANCIAL GROUP INC held 12,170 IWP 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 12,170 shares
    Change vs previous 13F -64 shares

    0.1% of the 13F portfolio, value $1,781,810.

    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 12,234 shares
    Change vs previous 13F -93 shares

    0.1% of the 13F portfolio, value $1,567,421.

    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 12,327 shares
    Change vs previous 13F -93 shares

    0.11% of the 13F portfolio, value $1,688,050.

    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 12,420 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,768,722.

    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 12,420 shares
    Change vs previous 13F -3,515 shares

    0.13% of the 13F portfolio, value $1,722,396.

    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 15,935 shares
    Change vs previous 13F -324 shares

    0.15% of the 13F portfolio, value $1,872,195.

    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 16,259 shares
    Change vs previous 13F -425 shares

    0.17% of the 13F portfolio, value $2,060,820.

    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 16,684 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,956,858.

    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).