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SAGE FINANCIAL GROUP INC: IWS position timeline

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

SAGE FINANCIAL GROUP INC held 23,453 IWS 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 23,453 shares
    Change vs previous 13F -510 shares

    0.21% of the 13F portfolio, value $3,860,415.

    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 23,963 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $3,492,413.

    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 23,963 shares
    Change vs previous 13F -765 shares

    0.22% of the 13F portfolio, value $3,380,025.

    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 24,728 shares
    Change vs previous 13F -32 shares

    0.23% of the 13F portfolio, value $3,453,803.

    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 24,760 shares
    Change vs previous 13F -670 shares

    0.24% of the 13F portfolio, value $3,271,827.

    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 25,430 shares
    Change vs previous 13F -133 shares

    0.26% of the 13F portfolio, value $3,203,365.

    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 25,563 shares
    Change vs previous 13F -360 shares

    0.27% of the 13F portfolio, value $3,306,265.

    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 25,923 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,428,262.

    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).