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SAGE FINANCIAL GROUP INC: MUB position timeline

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

SAGE FINANCIAL GROUP INC held 20,315 MUB 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 20,315 shares
    Change vs previous 13F -64 shares

    0.12% of the 13F portfolio, value $2,186,304.

    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 20,379 shares
    Change vs previous 13F +2,299 shares

    0.14% of the 13F portfolio, value $2,163,231.

    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 18,080 shares
    Change vs previous 13F -2,003 shares

    0.13% of the 13F portfolio, value $1,936,549.

    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 20,083 shares
    Change vs previous 13F +1,821 shares

    0.15% of the 13F portfolio, value $2,138,639.

    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 18,262 shares
    Change vs previous 13F +14,904 shares

    0.14% of the 13F portfolio, value $1,908,014.

    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 3,358 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $354,068.

    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 3,356 shares
    Change vs previous 13F +214 shares

    0.03% of the 13F portfolio, value $357,582.

    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 3,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $341,316.

    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).