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SAGE FINANCIAL GROUP INC: JMST position timeline

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

SAGE FINANCIAL GROUP INC held 24,282 JMST 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 24,282 shares
    Change vs previous 13F -1,766 shares

    0.07% of the 13F portfolio, value $1,238,382.

    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 26,048 shares
    Change vs previous 13F +1,058 shares

    0.09% of the 13F portfolio, value $1,327,928.

    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 24,990 shares
    Change vs previous 13F +1,914 shares

    0.08% of the 13F portfolio, value $1,272,991.

    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 23,076 shares
    Change vs previous 13F +3,099 shares

    0.08% of the 13F portfolio, value $1,177,800.

    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 19,977 shares
    Change vs previous 13F +4,937 shares

    0.08% of the 13F portfolio, value $1,017,229.

    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 15,040 shares
    Change vs previous 13F +2,114 shares

    0.06% of the 13F portfolio, value $764,784.

    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 12,926 shares
    Change vs previous 13F +684 shares

    0.05% of the 13F portfolio, value $655,478.

    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 12,242 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $623,608.

    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).