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SAGE FINANCIAL GROUP INC: JPST position timeline

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

SAGE FINANCIAL GROUP INC held 61,003 JPST 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 61,003 shares
    Change vs previous 13F +13,492 shares

    0.17% of the 13F portfolio, value $3,084,916.

    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 47,511 shares
    Change vs previous 13F +6,181 shares

    0.16% of the 13F portfolio, value $2,404,551.

    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 41,330 shares
    Change vs previous 13F -6,902 shares

    0.14% of the 13F portfolio, value $2,090,862.

    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 48,232 shares
    Change vs previous 13F +3,524 shares

    0.17% of the 13F portfolio, value $2,446,801.

    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 44,708 shares
    Change vs previous 13F +1,386 shares

    0.17% of the 13F portfolio, value $2,265,806.

    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 43,322 shares
    Change vs previous 13F +2,297 shares

    0.18% of the 13F portfolio, value $2,193,393.

    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 41,025 shares
    Change vs previous 13F +4,507 shares

    0.17% of the 13F portfolio, value $2,066,430.

    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 36,518 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,852,924.

    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).