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SAGE FINANCIAL GROUP INC: MDYV position timeline

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

SAGE FINANCIAL GROUP INC held 73,395 MDYV 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 73,395 shares
    Change vs previous 13F +72 shares

    0.39% of the 13F portfolio, value $6,961,516.

    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 73,323 shares
    Change vs previous 13F -222 shares

    0.41% of the 13F portfolio, value $6,243,454.

    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 73,545 shares
    Change vs previous 13F +225 shares

    0.41% of the 13F portfolio, value $6,225,585.

    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 73,320 shares
    Change vs previous 13F -2,829 shares

    0.42% of the 13F portfolio, value $6,115,622.

    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 76,149 shares
    Change vs previous 13F -225 shares

    0.45% of the 13F portfolio, value $6,048,516.

    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 76,374 shares
    Change vs previous 13F -1,055 shares

    0.48% of the 13F portfolio, value $5,884,617.

    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 77,429 shares
    Change vs previous 13F -1,682 shares

    0.5% of the 13F portfolio, value $6,209,806.

    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 79,111 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,286,161.

    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).