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Disclosery

SAGE FINANCIAL GROUP INC: RSP position timeline

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

SAGE FINANCIAL GROUP INC held 407,650 RSP 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 407,650 shares
    Change vs previous 13F +37,263 shares

    4.8% of the 13F portfolio, value $86,735,628.

    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 370,387 shares
    Change vs previous 13F +197,200 shares

    4.62% of the 13F portfolio, value $71,084,696.

    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 173,187 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $33,175,765.

    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).